AdvisorCensus / Financial advisors / Florida / Jacksonville / The Palmer Knight Company
The Palmer Knight Company is an SEC-registered investment advisory firm in Jacksonville, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.
Quick answers
From the filingHow is The Palmer Knight Company compensated?
On its Form ADV (Item 5.E, October 2026), The Palmer Knight Company reports these compensation arrangements: a percentage of assets under its management.
Where is The Palmer Knight Company located?
The Palmer Knight Company's principal office is in Jacksonville, FL, according to its Form ADV.
Is The Palmer Knight Company registered with the SEC or a state?
The Palmer Knight Company is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 112983.
How much does The Palmer Knight Company manage?
The Palmer Knight Company reports $285,424,542 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).
How have The Palmer Knight Company's assets and staff changed since 2021?
In the Form ADV data for The Palmer Knight Company: Regulatory assets under management: $178,874,831 in the October 2021 data and $285,424,542 in the October 2026 data, up 60%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does The Palmer Knight Company serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (84); individuals (other than high net worth individuals) (79).
Which custodians does The Palmer Knight Company use?
The Palmer Knight Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Trade-PMR Inc. as a custodian holding 10% or more of its separately managed account assets.
Does The Palmer Knight Company report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112983
Does The Palmer Knight Company state an account minimum?
Its Form ADV Part 2A brochure dated March 18, 2026 says: "We generally require a minimum initial investment of $500,000 to open a managed account; however, we retain the right to waive or reduce this minimum if we choose to do so."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
We generally require a minimum initial investment of $500,000 to open a managed account; however, we retain the right to waive or reduce this minimum if we choose to do so.
As stated in the firm's Form ADV Part 2A brochure dated March 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$285,424,542 as of October 2026, filing dated March 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $285,424,542 | 2 | March 18, 2026 |
| October 2025 | $295,661,524 | 2 | March 13, 2025 |
| October 2024 | $251,517,095 | 2 | February 12, 2024 |
| October 2023 | $212,310,583 | 3 | March 13, 2023 |
| October 2022 | $228,109,393 | 3 | February 23, 2022 |
| October 2021 | $178,874,831 | 3 | February 25, 2021 |
Regulatory assets under management: $178,874,831 in the October 2021 data and $285,424,542 in the October 2026 data, up 60%.
Total employees: 3 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. The Palmer Knight Company (CRD 112983): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/the-palmer-knight-company-jacksonville-fl-112983