# 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.

- CRD: 112983
- Filed as: THE PALMER KNIGHT COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jacksonville, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112983
- AdvisorCensus page: https://advisorcensus.com/firm/the-palmer-knight-company-jacksonville-fl-112983

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Trade-PMR Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $285,424,542
- Discretionary: $285,424,542
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $18,157,328 |
| High net worth individuals | 84 | $267,267,214 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmerknight.com
- LinkedIn @the-palmer-knight-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $178,874,831 | 3 | February 25, 2021 |
| October 2022 | $228,109,393 | 3 | February 23, 2022 |
| October 2023 | $212,310,583 | 3 | March 13, 2023 |
| October 2024 | $251,517,095 | 2 | February 12, 2024 |
| October 2025 | $295,661,524 | 2 | March 13, 2025 |
| October 2026 | $285,424,542 | 2 | March 18, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Palmer Knight Company (CRD 112983): Form ADV filing data as of October 2026.