Brodie
Barnes

Knox Capital Advisors, LLC

CRD#2368626
Investment Advisor
in Draper, UT
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About this Advisor

Brodie Barnes is a certified financial planner and chartered financial consultant who works in Draper, Utah, who has been in the advisory business for 13 years. Barnes is an employee of Knox Capital Advisors, LLC. Barnes has gained experience at Capfinancial Securities LLC, Geneos Wealth Management, Inc, Knox Capital Advisors LLC, Kcg Securities, LLC and Captrust Financial Advisors. Barnes holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Knox Capital Advisors, LLC is a business headquartered in Draper, Utah. It manages $42 million in assets across its 169 client accounts, placing it among the smaller firms in the nation by assets under management. Of its 169 customer accounts, 46% are held by high-net-worth investors who have at least $1 million in investable assets. Knox Capital Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which service is provided. However, fees billed by Knox Capital Advisors, LLC can be comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

13 years

Disclosures

Yes

Office Location

13961 S. Minuteman Drive Suite 300
Draper, UT 84020

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Brodie Barnes Work History

Brodie has 13 years of experience.

2018 - Present (1 year)

Capfinancial Securities LLC

2017 - Present (2 years)

Captrust Financial Advisors

2009 - Present (10 years)

Kcg Securities, LLC

2005 - Present (14 years)

Knox Capital Advisors LLC

2006 - 2009 (3 years)

Geneos Wealth Management, Inc

Disclosures

Brodie Barnes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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