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Knox Wealth Partners Advisory, LLC

● SEC registered since 2017CRD 288580SEC# 801-110743Knoxville, TN
Export (members)
Reg. AUM
$231.3M
Employees
7
Accounts
828
Location
Knoxville, TN

Knox Wealth Partners Advisory, LLC assets under management

Knox Wealth Partners Advisory, LLC is an SEC-registered investment adviser based in Knoxville, TN. The firm has been registered since 2017. It reports $231.3 million in regulatory assets under management and employs 7 people.

Knox Wealth Partners Advisory, LLC owners & executives

3 reported
NameTitleOwnershipSince
Charles Ford Farmer ControlManaging Member25-50%2017
Kristen Terry Tucker ControlManaging Member25-50%2017
William Porter Alexander ControlManaging Member / Chief Compliance Officer25-50%2017

Frequently asked questions

How much does Knox Wealth Partners Advisory, LLC manage?

Knox Wealth Partners Advisory, LLC reports $231.3 million in regulatory assets under management on its Form ADV.

How many employees does Knox Wealth Partners Advisory, LLC have?

Knox Wealth Partners Advisory, LLC reports 7 employees.

Where is Knox Wealth Partners Advisory, LLC located?

Knox Wealth Partners Advisory, LLC is based in Knoxville, TN and has been SEC-registered since 2017.

Does Knox Wealth Partners Advisory, LLC disclose fund performance?

Knox Wealth Partners Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10710 Murdock Drive, Suite 101, Knoxville, TN 37932
Phone(865) 291-2422
Fax(865) 291-2480
Office hours9:00a.m. - 4:30p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$230.8M
Non-discretionary$447K
Total (RAUM)$231.3M