Knox Capital Advisors, LLC

Knox Capital Advisors, LLC (CRD# 131000) is a financial advisory firm headquartered in Draper, UT. They manage $134,480,127 in 462 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $291,083
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, MA, MT, NV, TX, UT, WA

Financial Advisors at Knox Capital Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Christopher W. Jeppson
CRD#: 3193775
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
96
Wealthminder
score

Christopher Jeppson (CRD# 3193775) 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. Christopher Jeppson 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
Brett H. Johnson
CRD#: 4642934
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
96
Wealthminder
score

Brett Johnson (CRD# 4642934) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 14 years of experience in the finance industry.

3
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 17 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.

4
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.

5
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.

6
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.

7
Einar D. Schow
CRD#: 6012954
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
90
Wealthminder
score

Einar Schow (CRD# 6012954) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 5 years of experience in the finance industry.

8
Kellen G. Leavitt
CRD#: 5967000
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
88
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.

9
Cody Liu
CRD#: 6491813
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
87
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.

10
Danika A. Wright
CRD#: 6537762
13961 S. Minuteman Drive, Suite 300, Draper, UT 84020
87
Wealthminder
score

Danika Wright (CRD# 6537762) 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.