This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-20-2005
- Office Locations
- 2
Office Locations
About THE Palmer Knight Company
The Palmer Knight Company is an investment advisory boutique providing fee-for-service financial guidance and discretionary money management for individuals and businesses. The firm uses a time-tested, goal-based approach to capture market growth while keeping risk aligned to client objectives. Portfolios are heavily ETF-based, reflecting a low-conflict, non-transaction-funded model.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER DAVIS KNIGHT
Chief Compliance Officer, President
- CRD
- #3202997
- Ownership
- 75% or more
ADDISON PALMER KNIGHT
Managing Director, Senior Vice President
- CRD
- #272316
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Stephen Kyle Horne
Principal
- CRD
- #6958150
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,424,542 | $954,597 |
| Non-Discretionary | $0 | -- |
| Total | $285,424,542 | $954,597 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing