KIM KNOTTS, RIA

Overview

KIM Knotts, Ria is an independent, owner-operated advisory firm organized as an LLC and run by KIM Knotts. The firm targets individual and family relationships and offers fee-based advice charged as a percentage of assets under management. Advisory services center on financial planning and portfolio management for individuals and small businesses. KIM Knotts also operates as a licensed real estate broker, insurance broker, and accountant, which the firm leverages to coordinate investment planning with property transactions, insurance solutions, and tax or accounting considerations. Investment activity skews toward publicly available pooled vehicles—primarily mutual funds—rather than direct stock picking or extensive use of separate account mandates. The firm reports non-discretionary management of client assets, so implementation and trading authority often remain with clients. KIM Knotts is not positioned as an ESG-focused or multi-state adviser and does not act as a capital allocator to bespoke private fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices