{"url":"https://nivawealth.com/firms/the-palmer-knight-112983","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112983","regulatoryAum":285424542,"crd":"112983","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6958150","suffix":null,"lastName":"Horne","firstName":"Stephen","middleName":"Kyle"},{"crd":"3202997","suffix":null,"lastName":"KNIGHT","firstName":"CHRISTOPHER","middleName":"DAVIS"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-25","regulatoryAum":178874831,"clients":119,"employees":3,"offices":1},{"filedOn":"2022-02-23","regulatoryAum":228109393,"clients":133,"employees":3,"offices":1},{"filedOn":"2023-03-13","regulatoryAum":212310583,"clients":145,"employees":3,"offices":1},{"filedOn":"2024-02-12","regulatoryAum":251517095,"clients":156,"employees":2,"offices":1},{"filedOn":"2025-03-13","regulatoryAum":295661524,"clients":159,"employees":2,"offices":1},{"filedOn":"2026-03-18","regulatoryAum":285424542,"clients":163,"employees":2,"offices":1}],"secFileNumber":"801-101490","legalName":"The 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person, since January 2008."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1920 San Marco BLVD.","city":"Jacksonville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"904-358-9080","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":68},{"label":"Cash and cash equivalents","percent":32}],"privateFunds":0},"sources":{"adv1FilingDate":"18 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/112983/PDF/112983.pdf","brochureDate":"18 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021309","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Palmer Knight have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Palmer Knight offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does The Palmer Knight charge?","answer":"The Palmer Knight charges 0.75%–1.50% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.","source":"DISCLOSURE BROCHURE, filed 18 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Palmer Knight use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Palmer Knight have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Palmer Knight invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Palmer Knight?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Palmer Knight get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact The Palmer Knight?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/the-palmer-knight-112983/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-10","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1767735/000170581926000052/0001705819-26-000052-index.html","totalValue":259732854,"positionCount":36,"top10Share":0.43233733149522935,"top10":[{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":16473555,"shares":22785,"shareType":"SH","priorValue":10124162,"priorShares":29621},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":13239902,"shares":12433,"shareType":"SH","priorValue":9040658,"priorShares":12761},{"issuer":"FORTINET INC","titleOfClass":"COM","cusip":"34959E109","value":12390528,"shares":80657,"shareType":"SH","priorValue":6789461,"priorShares":83082},{"issuer":"TEXAS INSTRS 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`sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}