Knox Wealth Partners Advisory, LLC
● SEC registered since 2017CRD 288580SEC# 801-110743Knoxville, TN
Reg. AUM
$272.9M
Employees
7
Accounts
921
Location
Knoxville, TN
Knox Wealth Partners Advisory, LLC assets under management
Knox Wealth Partners Advisory, LLC is an SEC-registered investment adviser based in Knoxville, TN. The firm has been registered since 2017. It reports $272.9 million in regulatory assets under management and employs 7 people.
Knox Wealth Partners Advisory, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Ford Farmer Control | Managing Member | 25-50% | 2017 |
| Kristen Terry Tucker Control | Managing Member | 25-50% | 2017 |
| William Porter Alexander Control | Managing Member / Chief Compliance Officer | 25-50% | 2017 |
Frequently asked questions
How much does Knox Wealth Partners Advisory, LLC manage?
Knox Wealth Partners Advisory, LLC reports $272.9 million in regulatory assets under management on its Form ADV.
How many employees does Knox Wealth Partners Advisory, LLC have?
Knox Wealth Partners Advisory, LLC reports 7 employees.
Where is Knox Wealth Partners Advisory, LLC located?
Knox Wealth Partners Advisory, LLC is based in Knoxville, TN and has been SEC-registered since 2017.
Does Knox Wealth Partners Advisory, LLC disclose fund performance?
Knox Wealth Partners Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10710 Murdock Drive, Suite 101, Knoxville, TN 37932 |
| Phone | (865) 291-2422 |
| Fax | (865) 291-2480 |
| Office hours | 9:00a.m. - 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272.9M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$272.9Mregulatory AUM
Discretionary $272.8MNon-discretionary $102K