SourcingSourcing

KNOX WEALTH PARTNERS ADVISORY, LLC

C34
CRD 288580·SEC 801-110743·KNOXVILLE, TN
AUM
$272.9M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$819K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KNOX WEALTH PARTNERS ADVISORY, LLC
CRD
288580
SEC file #
801-110743
EIN
—
DBA names
Knox Wealth Partners Advisory

Economics

AUM
$272.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$132.0M → $272.9M▲ +107%
Client mix
Individuals Other456
Individuals High Net Worth69

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
7 advisors → 7 advisors▬ 0%
Primary office
KNOXVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ALEXANDER, WILLIAM, PORTER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ALEXANDER, WILLIAM, PORTER
FARMER, CHARLES, FORD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:knox.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
7
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4151849
Trust Company Affiliate
No

People (7)

7
FARMER, CHARLES, FORD
IAR · Direct Owner · 37.5%
2245087
ALEXANDER, WILLIAM, PORTER
IAR · Direct Owner · 37.5%
4151849
TUCKER, KRISTEN, TERRY
IAR · Direct Owner · 37.5%
4266988
ROBIN AYRES CLARK
IAR
5463722
BARRY RUSSELL BARTLETT
IAR
1824762
Kristie Marie Kughler
IAR
5119292
KIMBERLY BARRY
IAR
5586449