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Knox Wealth Partners Advisory

Knox Wealth Partners Advisory. CRD 288580

Knox Wealth Partners Advisory logo

CRD: 288580

Knox Wealth Partners Advisory

Knoxville, TN, 37932
8652912422
www.knoxwealthpartners.com
$272.9M Total AUM
$272.8M Disc. AUM
22.5% 3Y CAGR
7 Employees
536 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail
Platforms
North legacy
Established Date
07-05-2017
Office Locations
2

Office Locations

10710 Murdock Drive Suite 101 Knoxville TN
600 Gladstone Road Lenoir City TN

About Knox Wealth Partners Advisory

Knox Wealth Partners Advisory is an independent Knoxville-area RIA serving families and business owners with investment management, financial planning, and insurance/risk analysis. Their Define-Connect-Advise process focuses on goals and risk tolerance to build coordinated strategies for major life events and business needs. Portfolios are primarily ETF-oriented; custody via LPL Financial.

Team overview

52 AVG AGE
$39.0M AVG AUM / ADVISOR
$509.1K AVG AUM / CLIENT
7 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Radial ridge Unison Eagle Vertex pathway Crest matrix

Client Personas

Alpha Radial

Custodian

Matrix Vertex

Investment Themes

Momentum Optima Summit vital

Investment Vehicles

Horizon element Vector horizon

Services

Peak Matrix Vertex foundation Focus Timber Alpha Harbor delta

Technology

Vertex

Owner & Executives

W

WILLIAM PORTER ALEXANDER

Chief Compliance Officer, Managing Member

CRD
#4151849
Ownership
25% but less than 50%
(403) 926-5611
peak.frontier@elementcapital.com
in linkedin.com/in/vertex-north
C

CHARLES FORD FARMER

Financial Consultant, Managing Member, Owner, Partner

CRD
#2245087
Ownership
25% but less than 50%
(635) 984-5468
glacier.beacon@primecapital.com
in linkedin.com/in/foundation-radial
M

Momentum wave

Ridge unison radial

CRD
#23268
Ownership
35.0%
(364) 938-7144
pathway.element@catalystcapital.com
in linkedin.com/in/catalyst-summit

Showing 2 of 3 owners & executives

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Contacts

KIMBERLY BARRY

KIMBERLY BARRY

Financial Advisor

CRD
#5586449
(481) 270-3485
fusion.alpha@foundationcapital.com
in linkedin.com/in/peak-alpha
B

BARRY RUSSELL BARTLETT

Financial Advisor, General Partner

CRD
#1824762
(985) 681-5320
signal.summit@meridiancapital.com
in linkedin.com/in/matrix-atlas
F

Foundation beacon

Oak pioneer insight

CRD
#86750
(948) 843-2878
glacier.summit@timbercapital.com
in linkedin.com/in/zenith-insight

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2022
12-22-2023
03-05-2024
11-25-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $272,775,456 $296,495
Non-Discretionary $101,926 $101,926
Total $272,877,382 $296,284

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Separately Managed Accounts

Total SMA Asset: $272,877,382

$272.9M Total SMA
Equity - Exchange:
7.4%
Public Funds:
13.8%
Cash:
20.3%
Corporate - Investment Grade:
7.9%
Derivatives:
17.0%
Municipal Bonds:
18.2%
U.S. Government/Agency:
15.4%
Asset class Assets Assets %
Equity - Exchange $368,699,133 7.4%
Public Funds $687,574,058 13.8%
Cash $1,011,431,405 20.3%
Corporate - Investment Grade $393,611,236 7.9%
Derivatives $847,011,521 17.0%
Municipal Bonds $906,800,570 18.2%
U.S. Government/Agency $767,292,789 15.4%
Total $4,982,420,712 100.0%

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