KNOX CAPITAL

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
South Salem, New York
CRD number
329511
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Knox Capital operates as a small, owner-managed limited liability company focused on portfolio management for individuals and small businesses. The firm charges both a percentage-of-AUM fee and performance-based fees, indicating it may run incentive-aligned mandates or separately managed accounts alongside standard advisory relationships. Knox Capital is not positioned as an ESG-driven investor, is not a multi-state adviser, and is not identified as a capital allocator—its work appears concentrated on direct portfolio management rather than running external allocator programs. Reported classification and registration details are limited; the adviser is unclassified in available records and its SEC registration year is not listed. The information provided points to a compact advisory practice rather than a broad institutional manager, with a client focus on retail and small business accounts rather than pension consulting or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • WILLIAM KNOX

    Senior VPCRD 1402395

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

South Salem, NY

WESTCHESTER

Location

South Salem, NY

Headquartered in South Salem, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
53 Bouton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth