A complete list of active advisors currently associated with Knox Avenue Financial Corp.

Warmer can help you find a great advisor at Knox Avenue Financial Corp. or one who fits your needs even better.

Knox Avenue Financial Corp. provides investment advisory and financial planning services to individuals and small businesses, offering portfolio management, retirement planning advice, and access to annuity products. The firm delivers both discretionary and non‑discretionary managed accounts and sponsors a wrap fee program for clients whose needs it deems suitable. The firm tailors advice to client objectives and risk tolerances using methods such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases, and asks clients to complete risk profile questionnaires and investment selection documentation. Knox Avenue typically charges a single comprehensive fee to compensate its Investment Advisory Representative for managed accounts and conducts due diligence on third‑party service providers, including those that use artificial intelligence components. What distinguishes Knox Avenue from many peers is its solo‑advisor structure combined with a relatively large client base and material assets under management — the brochure shows approximately $127.9 million in discretionary AUM and $16.8 million in non‑discretionary AUM as of December 31, 2025 while serving more than 200 clients. The firm’s principal is a licensed insurance agent and the brochure discloses compensation for annuity consultation from Mutual Securities and the potential sale of commissionable insurance products, which the firm addresses through its conflict‑of‑interest and disclosure policies.

To learn more about the advisors currently working at Knox Avenue Financial Corp., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.