Knox Capital Advisors, LLC
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About this Advisor
Stanley Kimball is a certified financial planner who works in Draper, Utah, with 13 years of professional experience. Kimball is on the advisory team at Knox Capital Advisors, LLC. Kimball has gained experience at Geneos Wealth Management, Inc, Knox Capital Advisors LLC, Kcg Securities, LLC and Captrust Financial Advisors. Kimball has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Utah. Knox Capital Advisors, LLC is a business that has its headquarters in Draper, Utah. It administers $42 million in assets between its 169 customer accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 169 client accounts, 46% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number of services, including 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. Financial management fee schedules are based on which service is offered. However, fee types 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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Stanley Kimball Work History
Stanley has 13 years of experience.
Captrust Financial Advisors
Kcg Securities, LLC
Knox Capital Advisors LLC
Geneos Wealth Management, Inc
Stanley Kimball has no disclosures.
Please visit their SEC profile for more details.