Unclaimed Profile

Stanley Martin Kimball

KNOX CAPITAL ADVISORS, LLC·DRAPER, Utah

SIE, Series 7, Series 24, Series 27, Series 31, Series 66, Series 79, Series 99TOCFPClean record25 years registeredKNOX CAPITAL ADVISORS, LLC

13961 S. MINUTEMAN DRIVE, DRAPER, UT 84020CRD# 4138612Firm CRD# 131000

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stanley Martin Kimball · DRAPER, UT

Registration

CRD #4138612 · KNOX CAPITAL ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KNOX CAPITAL ADVISORS, LLC

CAPTRUST

Jan 2018 – Jan 2023

SALT LAKE CITY, UT

KNOX CAPITAL ADVISORS, LLC

Jan 2006 – Dec 2018

DRAPER, UT

M HOLDINGS SECURITIES, INC.

Oct 2004 – Jan 2006

DRAPER, UT

LINCOLN FINANCIAL ADVISORS CORPORATION

Feb 2001 – Sep 2004

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 31

Series 66

Series 79

Series 99TO

Registration record

First registered · February 13, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KNOX CAPITAL ADVISORS, LLC

CRD 131000 · SEC 801-67313

AUM

$42M

Regulatory assets under management

Employees

169 client accounts

Services offered by KNOX CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at KNOX CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stanley Martin Kimball offer?

Stanley Martin Kimball specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Stanley Martin Kimball's credentials?

Stanley Martin Kimball holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stanley Martin Kimball located?

Stanley Martin Kimball is based in DRAPER, Utah, last registered with KNOX CAPITAL ADVISORS, LLC.

How does Stanley Martin Kimball charge for services?

Stanley Martin Kimball'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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