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| Happy Holidays!! thanks for using AUM13F!! |
| Knox Wealth Partners Advisory LLC
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| CRD # | 288580 |
| SEC # | 801-110743 |
| CIK # | |
| AUM | $231.3 M (2025-03-12) |
| Employees | 7 (100% Investors, 100% Brokers) |
| Phone | 865-291-2422 |
| Address | 10710 Murdock Drive Knoxville, TN 37932 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 408 | 102.9 |
| (b) Individuals (high net worth individuals) | 74 | 128.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 828 | 231.3 |
| By Discretionary | ||
| Discretionary | 827 | 230.8 |
| Non-Discretionary | 1 | 0.4 |
| Total | 828 | 231.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 231.3 | |
| Total | 828 | 231.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bradford Financial Center
✚
|
IA | 0.2 |
|
Stonebridge Wealth Management LLC
✚
|
IL | 0.2 |
|
Red Spruce Capital LLC
✚
|
PA | 0.2 |
|
Alpha Advisors LLC
✚
|
VA | 0.2 |
|
Wrenne Financial Planning LLC
✚
|
KY | 0.2 |
|
O'Brien Investment Management LLC
✚
|
CA | 0.2 |
|
Eagle Bluffs Wealth Management LLC
✚
|
MO | 0.2 |
|
Capitol Financial Consultants Inc
✚
|
VA | 0.2 |
|
Capstone Wealth Advisors LLC
✚
|
OR | 0.2 |
|
Scott Marsh Financial LLC
✚
|
0.2 |