A complete list of active advisors currently associated with Knox Capital

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

Knox Capital Advisors LLC provides discretionary investment management services to individual clients, primarily allocating assets among individual equity securities and money market funds. The firm generally seeks new clients with at least $2,000,000 to place under management (negotiable) and is in the process of registering as an investment adviser, reporting no regulatory assets under management at present. The firm’s investment process relies on fundamental analysis augmented by qualitative and non‑quantitative judgment to identify securities trading at material discounts to intrinsic value, with particular emphasis on balance‑sheet strength, free cash flow and meaningful insider/management ownership. Portfolios are managed with a long‑term orientation and tailored to client risk tolerances; the firm currently does not plan to utilize options. Notably, alongside a customary percentage‑of‑AUM management fee, Knox Capital uses a performance fee structure that charges 20% of portfolio appreciation above a hurdle tied to the 5‑Year Treasury rate at account opening, subject to a high‑water mark and proration—features that are less common for a small, single‑principal adviser. The firm’s small scale and negotiable fee/minimum terms, combined with its performance‑based compensation, distinguish its client arrangements from many peers.

To learn more about the advisors currently working at Knox Capital, 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.