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Brodie Dean Barnes

KNOX CAPITAL ADVISORS, LLC·DRAPER, Utah
Unclaimed Profile
13961 S. MINUTEMAN DRIVE, DRAPER, UT 84020CRD# 2368626Firm CRD# 131000
01

About

Brodie Dean Barnes is a registered financial advisor based in DRAPER, Utah, affiliated with KNOX CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
KNOX CAPITAL ADVISORS, LLC
KNOX CAPITAL ADVISORS, LLC
AUM
$42M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KNOX CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2368626
Firm CRD# 131000
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brodie Dean Barnes offer?
Brodie Dean Barnes specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DRAPER, Utah for a consultation.
What are Brodie Dean Barnes's credentials?
Brodie Dean Barnes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brodie Dean Barnes located?
Brodie Dean Barnes is based in DRAPER, Utah, working with KNOX CAPITAL ADVISORS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Brodie Dean Barnes charge for services?
Brodie Dean Barnes's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KNOX CAPITAL ADVISORS, LLC?
KNOX CAPITAL ADVISORS, LLC has approximately 3 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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