Knox Capital Advisors, LLC

Knox Capital Advisors, LLC (CRD# 131000) is a financial advisory firm headquartered in Draper, UT. They manage $199,050,885 in 487 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $408,729
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, MT, NV, TX, UT, WA

Financial Advisors at Knox Capital Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Stanley M. Kimball
CRD#: 4138612
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
96
Wealthminder
score

Stanley Kimball (CRD# 4138612) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 18 years of experience in the finance industry. Stanley Kimball has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lynn A. Gilbert
CRD#: 4477926
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
93
Wealthminder
score

Lynn Gilbert (CRD# 4477926) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 17 years of experience in the finance industry.

3
Donna K. Lyon
CRD#: 5054607
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
93
Wealthminder
score

Donna Lyon (CRD# 5054607) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 12 years of experience in the finance industry.

4
Kenneth P. Macarthur
CRD#: 5704577
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
93
Wealthminder
score

Kenneth Macarthur (CRD# 5704577) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 8 years of experience in the finance industry.

5
Ryan R. Wright
CRD#: 4459175
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
93
Wealthminder
score

Ryan Wright (CRD# 4459175) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 16 years of experience in the finance industry.

6
Kellen G. Leavitt
CRD#: 5967000
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
90
Wealthminder
score

Kellen Leavitt (CRD# 5967000) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 3 years of experience in the finance industry.

7
Cody Liu
CRD#: 6491813
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
89
Wealthminder
score

Cody Liu (CRD# 6491813) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 2 years of experience in the finance industry.

8
Randall A. Plant
CRD#: 6781284
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
87
Wealthminder
score

Randall Plant (CRD# 6781284) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has 1 year of experience in the finance industry.

9
Brodie D. Barnes
CRD#: 2368626
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
86
Wealthminder
score

Brodie Barnes (CRD# 2368626) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 24 years of experience in the finance industry. Brodie Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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