Knight Financial Investments logo

Knight Financial Investments

Updated today

Client AUM

$12,994,718

Clients

39

Advisors

2

of 2 employees

About

Knight Financial Investments, LLC provides discretionary portfolio management to individual and high‑net‑worth clients, with a primary focus on equity investments. As of June 25, 2026 the firm reported $10,648,000 in discretionary assets under management and conducts ongoing monitoring and rebalancing of client portfolios.

The firm requires discretionary authority to implement tailored strategies based on each client’s investment goals, time horizon, and risk tolerance, and relies on fundamental analysis and long‑term purchase strategies as part of its approach. Its brochure notes that tax efficiency is not the primary consideration in portfolio construction and encourages clients to consult tax professionals, particularly when considering IRA rollovers.

Knight Financial Investments is affiliated with an accounting practice, Jared B. Knight, CPA, and discloses recommending that affiliate for accounting services, which the firm identifies as a potential conflict of interest. On the operational side, the firm uses Interactive Brokers as its recommended custodian, does not combine multiple client orders for the same securities (no block trading), and does not vote proxies on clients’ behalf, leaving proxy voting to clients.

Client services

Portfolio management

Expertise

Active portfolio management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.70%

Main office

Ponte Vedra Beach FL

Advisors at this office

2

Most active in

Alabama · Florida · Georgia

Also doing business as

Knight Financial Investments · Knight Financial Investments, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")