Knox Wealth Partners Advisory, Llc
- Regulatory AUM
- $273M
- Discretionary
- $273M
- Clients
- 525
- Avg AUM / client
- $520K
- Accounts
- 921
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 456 | $121M | 44.2% |
| High net worth individuals | 69 | $152M | 55.8% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Ford Farmer | Managing Member | Chartered Financial Consultant | May 2017 (9y) | 25% – 50% |
| Kristen Terry Tucker | Managing Member | CFP | May 2017 (9y) | 25% – 50% |
| William Porter Alexander | Managing Member / Chief Compliance Officer | CFP | May 2017 (9y) | 25% – 50% |
| Kimberly Barry | Registered representative | Jul 2020 (6y) | ||
| Barry Russell Bartlett | Registered representative | Oct 2020 (6y) | ||
| Robin Ayres Clark | Registered representative | Oct 2020 (6y) | ||
| Kristie Marie Kughler | Registered representative | Chartered Financial Consultant | Apr 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- LPL Financial $273M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗