The Palmer Knight Company
Firm details
- Headquarters
- Jacksonville, Florida
- CRD number
- 112983
- Registered since
- July 16, 2015
- Website
- www.palmerknight.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.64%
- Individuals6.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Palmer Knight Company is an independent registered investment adviser that first registered with the SEC in 2015 and is owned by an individual. It serves a client base made up primarily of individuals and families, charging fees as a percentage of assets under management. The firm focuses on discretionary portfolio management for individuals, small businesses and, selectively, for businesses or institutions. It does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities68%
- Cash & Cash Equivalents32%
Contacts
3 of 3
Addison Knight
Founding PrincipalCRD 272316

Stephen Horne
PrincipalCRD 6958150

Christopher Knight
PresidentCRD 3202997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jacksonville, FL
Duval
Location
Jacksonville, FL
Headquartered in Jacksonville, FL, anchoring the Jacksonville-St. Marys-Palatka, FL-GA metro in the South.
- Metro area
- Jacksonville-St. Marys-Palatka, FL-GA
- Region
- South
- County
- Duval
- Address
- 1920 San Marco Blvd
- Time zone
- ET (UTC-5)
- Office locations
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