Knox Capital Advisors, LLC
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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
Years of Experience
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Brodie Barnes Work History
Brodie has 13 years of experience.
Capfinancial Securities LLC
Captrust Financial Advisors
Kcg Securities, LLC
Knox Capital Advisors LLC
Geneos Wealth Management, Inc
Brodie Barnes has disclosures.
Please visit their SEC profile for more details.