Knox Wealth Partners Advisory is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated March 26, 2026, reports $273M in regulatory assets under management, 7 employees, 1 office, and 921 accounts.
Assets Under Management
$273M
Employees
7
Offices
1 office
Total Clients
525
Primary office
KNOXVILLE, TN
10710 MURDOCK DRIVE, SUITE 101, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
456
2
HNWI
13.1%
69
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$273Mas of March 26, 2026
Discretionary100.0%
$273M
100% of total RAUM100.0%
Non-discretionary0.0%
$102K
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.
Total AUM$273M
Total Accounts921
10Y AUM Change+$273M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee75:1
10Y Employee Change-7 (-50.0%)
* 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.