JACKSONVILLE, FLCRD 112983Latest ADV March 18, 2026
The Palmer Knight Company is an SEC registered investment adviser organized as a corporation with a primary office location in Jacksonville, FL. Its latest Form ADV filing, dated March 18, 2026, reports $285M in regulatory assets under management, 2 employees, and 299 accounts.
Assets Under Management
$285M
Employees
2
Offices
--
Total Clients
163
Primary office
JACKSONVILLE, FL
1920 SAN MARCO BLVD., JACKSONVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.5% of total clients.
Top client categories% of clientsClients
1
HNWI
51.5%
84
2
Individuals
48.5%
79
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$285Mas of March 18, 2026
Discretionary100.0%
$285M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$285M
Total Accounts299
10Y AUM Change+$175M (+158.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee82:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.