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KNOX CAPITAL ADVISORS, LLC
KNOX CAPITAL ADVISORS, LLC
DRAPER, Utah
·
3 registered advisors
·
CRD# 131000
SEC# 801-67313
0
801-984-8000
01
Firm Overview
AUM
$42M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at KNOX CAPITAL ADVISORS, LLC
3 registered advisors
Brodie Dean Barnes
DRAPER, Utah
CRD# 2368626
Ryan Rowe Wright
DRAPER, Utah
CRD# 4459175
Stanley Martin Kimball
DRAPER, Utah
CRD# 4138612
05
Office Locations
DRAPER, Utah
3 advisors
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Data sourced from SEC Form ADV filings. KNOX CAPITAL ADVISORS, LLC (CRD# 131000) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.