THE KNOX GROUP WEALTH MANAGEMENT

Overview

The Knox Group Wealth Management is an independent registered investment adviser that focuses on financial planning and portfolio management for individual and family clients, including small business owners. The firm operates with a fee model based on a percentage of assets under management and also functions as an insurance broker, indicating it integrates insurance solutions alongside investment advice. The adviser maintains a discretionary mandate on client assets, which it uses to implement client portfolios directly. Investment preferences skew toward listed equities and exchange-traded instruments as the primary building blocks for client portfolios. The firm is not an active ESG investor and does not position itself as a multi-state adviser; its structure and scale point to a client-centric, regional practice managed by an individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices