Stanley
Kimball

Knox Capital Advisors, LLC

CRD#4138612
Investment Advisor
in Draper, UT
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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

Series 66, Certified Financial Planner

Years of Experience

13 years

Disclosures

No

Office Location

13961 S. Minuteman Drive Suite 300
Draper, UT 84020

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Stanley Kimball Work History

Stanley has 13 years of experience.

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

Stanley Kimball has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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