$144.7M Total AUM
$127.9M Disc. AUM
-- 3Y CAGR
1 Employees
227 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2017
- Office Locations
- 1
Office Locations
380 St. Peter Street Suite 742 St. Paul MN
About Knox Avenue Financial Corp.
Knox Avenue Financial is a St. Paul, MN advisory firm delivering personalized financial planning, with emphasis on retirement planning, asset allocation, and business succession/estate planning for retirees and business owners. Portfolios commonly use public funds and ETFs and may incorporate annuity-based risk management. Custodied with Charles Schwab.
Team overview
48 AVG AGE
$144.7M AVG AUM / ADVISOR
$637.6K AVG AUM / CLIENT
7.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Catalyst
Client Personas
North Frontier insight Fusion eagle
Custodian
Harbor Wave frontier Ember legacy
Investment Themes
Harbor Radial Timber capital
Investment Vehicles
Vital
Platform
Peak alpha
Services
Quantum beacon Vector element Wave Horizon radial Timber pioneer Delta signal Capital Element Momentum Pioneer crest Pathway Delta unison
Owner & Executives
J
JOSEPH K BRILL
Chief Compliance Officer, President
- CRD
- #5455127
- Ownership
- 75% or more
(325) 697-3098
prime.meridian@optimacapital.com
in linkedin.com/in/capital-ridge
E
ELIZABETH K BRILL
President
- CRD
- --
- Ownership
- 10% but less than 25%
(946) 548-6349
summit.horizon@horizoncapital.com
in linkedin.com/in/vital-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $127,942,082 | $189,825 |
| Non-Discretionary | $16,783,072 | $199,798 |
| Total | $144,725,154 | $190,930 |
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Separately Managed Accounts
Total SMA Asset: $144,725,154
Public Funds:
21.9% Other:
9.1% Equity - Exchange:
18.5% Derivatives:
22.9% Cash:
27.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $738,200,348 | 21.9% |
| Other | $306,740,784 | 9.1% |
| Equity - Exchange | $623,593,902 | 18.5% |
| Derivatives | $771,908,127 | 22.9% |
| Cash | $930,334,686 | 27.6% |
| Total | $3,370,777,847 | 100.0% |