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- Custodian
- Charles Schwab & Company · Goldman Sachs · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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Custodian
Investment Themes
Investment Vehicles
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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