Stephen
Horne

The Palmer Knight Company

CRD#6958150
Investment Advisor
in Jacksonville, FL

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About this Advisor

Stephen Horne is a financial advisor based in Jacksonville, Florida who has 5 years of relevant experience. Horne is on the advisory team at The Palmer Knight Company. Throughout their career, they have worked at The Palmer Knight Company, Drummond Press, Inc and College Of William And Mary. Horne maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Florida. The Palmer Knight Company is a financial advisory business operating out of Jacksonville, FL. It oversees $212 million in total assets among its 272 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 272 client accounts, 54% are held by high-net-worth investors who have more than $1 million in assets available to invest. The Palmer Knight Company provides a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on the financial services provided. However, fees charged by The Palmer Knight Company typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1022 Park Street Suite 402
Jacksonville, FL 32204

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The Palmer Knight Company Brokerage Details

Total Assets Under Management

$212,310,583

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

272

FL Average: 2,474
Average Account Size

$780,554

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Stephen Horne Work History

Stephen has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

The Palmer Knight Company

2018 - 2018 (< 1 year)

The Palmer Knight Company

2016 - 2018 (2 years)

Drummond Press, Inc

2015 - 2016 (1 year)

College Of William And Mary

2014 - 2016 (2 years)

College Of William And Mary

2007 - 2014 (7 years)

Drummond Press, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Horne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Palmer Knight Company

Stephen Horne
Jacksonville, FL
Christopher Knight
Jacksonville, FL
Addison Knight
Jacksonville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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