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Palmer Knight
Founded in 1985, Palmer Knight is among the longer-tenured independent wealth management firms in the Jacksonville, Florida market. The firm's origins trace to...
Palmer Knight
Founded in 1985, Palmer Knight is among the longer-tenured independent wealth management firms in the Jacksonville, Florida market. The firm's origins trace to an era when Northeast Florida's financial landscape was dominated by regional banks and early consolidators, positioning Palmer Knight as a dedicated planning-led practice. Its client base centers on individuals and high-net-worth households, with a service model that integrates cash flow planning, investment advisory, and portfolio construction under a single advisory roof. The firm provides discretionary portfolio management and financial planning services. Asset-class exposure typically spans domestic equities, fixed income, and real assets, with tactical allocations shaped by individual client objectives. Investment vehicles include separately managed accounts and mutual fund strategies, with no public record of proprietary fund structures or institutional commingled vehicles. Geographic focus remains concentrated in Florida, particularly the Jacksonville and Northeast Florida corridor, reflecting a relationship-driven rather than a mass-market approach. Scale metrics are opaque. No disclosed AUM or professional headcount is available through public filings or regulatory databases as of mid-2026. The firm operates from a single location in Jacksonville with no recorded satellite offices or adjacent philanthropic vehicles. One dated operational development emerged in early 2025 when the firm updated certain regulatory disclosures, signaling continued active registration under SEC and Florida state oversight. What structurally differentiates Palmer Knight is its durability as an independent RIA in a market now populated by roll-up platforms and bank-owned wealth divisions. Four decades of local operation without acquisition or absorption suggests either a deliberate independence ethic or a practice sized below the radar of regional buyers — either way, it represents one of the fewer remaining single-office, single-generation advisory shops in the Jacksonville metro area.
General information
Firm type
Bank / Wealth / Trust
Year founded
1985
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Jacksonville
Corporate office
Jacksonville, FL, United States
Sector focus
Frequently asked questions
Who runs Palmer Knight day-to-day?
Palmer Knight operates as a closely held Florida-based registered investment advisor. Ownership and day-to-day leadership are not publicly detailed in accessible regulatory filings or media coverage. Given the firm's small footprint and independent structure, it is likely managed by its founding or successor principals.
What is Palmer Knight's typical client profile?
The firm advises individuals and high-net-worth individuals, with a service emphasis on financial planning, cash flow analysis, and discretionary portfolio management. Its geographic base skews heavily toward Jacksonville and Northeast Florida, suggesting a clientele built through decades of local relationships rather than national marketing.
Does Palmer Knight manage proprietary investment funds?
No evidence exists of proprietary pooled vehicles, hedge funds, or private equity structures. The firm's disclosures point to separately managed accounts and mutual fund-based portfolios as the primary implementation tools. This keeps Palmer Knight squarely in the advisory and planning camp rather than that of an asset gatherer with in-house products.
How does Palmer Knight's service model differ from a wirehouse or bank wealth unit?
As an independent RIA operating from a single Jacksonville office since 1985, Palmer Knight sits outside the product-distribution and sales-quota frameworks common to large bank-affiliated wealth managers. Its longevity as an unacquired entity suggests a planning-centric, fiduciary posture without the platform economics or proprietary-product incentives that typify larger competitors.
Is Palmer Knight registered with the SEC, and what does that imply?
Yes, Palmer Knight maintains active registration with the SEC and the Florida Office of Financial Regulation, with filings updated as recently as early 2025. SEC registration imposes fiduciary obligations and compliance requirements that are publicly auditable, providing a baseline of regulatory transparency even absent voluntary AUM disclosure.
What is Palmer Knight's known posture on alternative investments?
Public records and disclosures do not indicate a formal alternative-investment capability — no private equity, venture capital, or hedge fund mandates are advertised. The firm's core toolkit appears built around traditional liquid-market portfolios, which is consistent with a planning-led RIA serving a local client base where liquidity and simplicity are prioritized over institutional illiquidity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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