Knox Capital
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
FINTRXOverview
Knox Capital is a limited liability company operating as an independent registered investment adviser based in New York. The firm is individually owned and focuses on advisory work for individuals and small businesses, delivering portfolio management services. Its stated compensation structure combines a percentage-of-assets-under-management fee with the option for performance-based fees. The firm does not identify itself as a capital allocator, is not active on ESG investing, and is not listed as a multistate adviser or pension consultant.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1William Knox
Senior VPCRD 1402395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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