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Firm profile

Knox Avenue Financial Corp.

ST. PAUL, MNCRD 289094Latest ADV February 25, 2026

Knox Avenue Financial Corp. is an SEC registered investment adviser organized as a corporation with a primary office location in St. Paul, MN.

Assets Under Management
$145M
Employees
1
Offices
--
Total Clients
227
Primary office
ST. PAUL, MN
380 ST. PETER STREET, SUITE 742, ST. PAUL, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoseph K. Brill

Advisory services offered

3 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.1% of total clients.
Top client categories% of clientsClients
1
Individuals
77.1%
175
2
HNWI
20.3%
46
3
Pension Plans
2.6%
6
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$145Mas of February 25, 2026
Discretionary88.4%
$128M
88% of total RAUM88.4%
Non-discretionary11.6%
$17M
12% of total RAUM11.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$145M
Total Accounts758
10Y AUM Change+$26M (+21.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee227:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.