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| The Palmer Knight Company
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| CRD # | 112983 |
| SEC # | 801-101490 |
| CIK # | 0001767735 |
| AUM | 285.4 M (2026-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 904-358-9080 |
| Address | 1920 San Marco Blvd Jacksonville, FL 32207 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767735 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applied Materials Inc /DE | 10.1 | ||
| Travelers Companies Inc | 9.1 | ||
| Caterpillar Inc | 9.0 | ||
| Texas Instruments Inc | 8.8 | ||
| Ingersoll-Rand PLC | 8.7 | ||
| Waste Management Inc | 8.7 | ||
| Honeywell International Inc | 8.4 | ||
| J P Morgan Chase & Co | 7.8 | ||
| Home Depot Inc | 7.8 | ||
| Microsoft Corp | 7.8 | ||
| Kroger Co | 7.6 | ||
| Amazon Com Inc | 7.6 | ||
| Danaher Corp /DE/ | 7.6 | ||
| Vulcan Materials Co | 7.5 | ||
| Cintas Corp | 7.3 | ||
| Apple Inc | 7.3 | ||
| Ametek INC/ | 7.0 | ||
| Fortinet Inc | 6.8 | ||
| Capital One Financial Corp | 6.7 | ||
| Wellpoint Inc | 6.6 | ||
| Raymond James Financial Inc | 6.3 | ||
| Masco Corp /DE/ | 6.1 | ||
| Lennar Corp /New/ | 6.0 | ||
| Adobe Systems Inc | 5.5 | ||
| Solstice Advanced Materials Inc | 3.7 | ||
| Facebook Inc | 3.6 | ||
| Nvidia Corp | 3.1 | ||
| Marriott International Inc /MD/ | 0.7 | ||
| Cheniere Energy Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 18.2 |
| (b) Individuals (high net worth individuals) | 84 | 267.3 |
| (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 | 299 | 285.4 |
| By Discretionary | ||
| Discretionary | 299 | 285.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 285.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 285.4 | |
| Total | 299 | 285.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767735] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Synchronous Wealth Advisors LLC
✚
|
286.1 M | |
|
LotusGroup Advisors LLC
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Wesbanco Securities Inc
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OH | 285.9 M |
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Gridiron Partners LLC
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|
Omnistar Financial Group Inc
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NC | 285.7 M |
|
Gold Medal Waters Inc
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285.6 M | |
|
Fingerlakes Wealth Management Inc
✚
|
NY | 285.4 M |
|
Oaktrust Wealth Advisors LLC
✚
|
285.0 M | |
|
Tencap Wealth Coaching LLC
✚
|
UT | 285.0 M |
|
Capital Financial Planners LLC
✚
|
OR | 284.8 M |