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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-25-1993
- Office Locations
- 1
Office Locations
About Family Wealth Advisors
Family Wealth Advisors, LLC is a full-service financial services firm serving successful individuals, families, and business owners with predominantly fee-based wealth management. The team brings financial, legal, and tax-planning backgrounds, with credentials including an Attorney/CFP® and a Certified Estate Planner/Registered Financial Consultant. Capabilities span holistic portfolio management, Social Security claiming guidance, estate and insurance planning, plus brokerage, mutual funds, fixed income, and life/long-term care insurance.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 77 clients, or 38.5 clients per representative. That equates to $586.8K in reported AUM per client.
The profile lists 1 reported office location and 33 years in operation. The source data was last updated on May 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMES RODNEY KNIGHT JR
Chief Operating Officer, President
- CRD
- #729539
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JAMES RODNEY KNIGHT III
Wealth Advisor
- CRD
- #5576866
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,187,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,187,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Family Wealth Advisors has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.