Palmer Knight

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.