The Knox Group Wealth Management

Overview

The Knox Group Wealth Management is an independent, advisor-run RIA organized as a corporation and owned by an individual. The firm serves individual and family clients, charging fees based on a percentage of assets under management. Its advisory services focus on financial planning and portfolio management for individuals and small businesses, and the firm also operates as an insurance broker. The practice does not position itself as a capital allocator to third‑party managers, and it does not identify as an active ESG investor. Services are delivered on a discretionary basis where appropriate for client mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives