The Palmer Knight provides portfolio management for individuals and small businesses and portfolio management for institutions.
The Palmer Knight reports 163 clients. They include 84 high-net-worth individuals and 79 individual clients. Of its assets, 100.0% ($285M across 299 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 6% |
| High-net-worth individuals | 52% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 79 | $18.2M | 6.4% | $230K |
| High-net-worth individuals | 84 | $267M | 93.6% | $3.18M |
| Total | 163 | $285M | 100% | $1.75M |
- Clients
- 79
- Regulatory AUM
- $18.2M
- AUM share
- 6.4%
- Avg. per client
- $230K
- Clients
- 84
- Regulatory AUM
- $267M
- AUM share
- 93.6%
- Avg. per client
- $3.18M
Total
- Clients
- 163
- Regulatory AUM
- $285M
- AUM share
- 100%
- Avg. per client
- $1.75M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
The Palmer Knight charges 0.75%–1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Fee details and sources
Christopher Knight owns 75% or more of The Palmer Knight. The leadership team of The Palmer Knight includes President Christopher Knight. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of The Palmer Knight Company
Christopher Knight
Control person · since January 2008
The Palmer Knight’s regulatory assets grew 1.6× from $179M (February 2021) to $285M (March 2026); clients rose from 119 to 163 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $285M | 163 | 2 | 1 |
| Mar 2025March 2025 | $296M | 159 | 2 | 1 |
| Feb 2024February 2024 | $252M | 156 | 2 | 1 |
| Mar 2023March 2023 | $212M | 145 | 3 | 1 |
| Feb 2022February 2022 | $228M | 133 | 3 | 1 |
| Feb 2021February 2021 | $179M | 119 | 3 | 1 |
Besides its headquarters, The Palmer Knight has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1920 San Marco BLVD., JacksonvilleHQ
Contact and registration details
- Legal name
- The Palmer Knight Company
- Headquarters
- 1920 San Marco BLVD., Jacksonville, FL 32207
- Website
- palmerknight.com
- Phone
- 904-358-9080
- @the-palmer-knight-company
- SEC file
- 801-101490
- Founded
- 1985
- Structure
- Florida corporation
- Fiscal year end
- December
The Palmer Knight’s named custodian for separately managed accounts is Trade-PMR ($285M). The Palmer Knight does not have custody of client assets.
- Trade-PMRTrade-PMR Inc. · Gainesville, FL · $285M100%
At year end, The Palmer Knight’s separately managed accounts were mostly in stocks (68%) and cash (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $260M across 36 positions; the largest are Applied Matls Inc. (6.3%), Caterpillar Inc. (5.1%) and Fortinet Inc. (4.8%).
What the accounts hold
- Stocks68%
- Cash32%
How many clients does The Palmer Knight have?
The Palmer Knight has 163 clients and manages $285 million for them, as of March 2026. They include 84 high-net-worth individuals and 79 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does The Palmer Knight offer?
The Palmer Knight provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does The Palmer Knight charge?
The Palmer Knight charges 0.75%–1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Which custodians does The Palmer Knight use?
The Palmer Knight’s separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $285M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does The Palmer Knight have?
The Palmer Knight has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Palmer Knight invest in?
At the end of its last fiscal year, The Palmer Knight’s separately managed accounts held 68% exchange-traded equities and 32% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Palmer Knight?
The Palmer Knight’s direct owner is Christopher Knight (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does The Palmer Knight get paid?
The Palmer Knight is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Palmer Knight?
The Palmer Knight’s main office is at 1920 San Marco BLVD., Jacksonville, FL 32207. Its phone number is 904-358-9080. Its website is palmerknight.com.