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THE KNOX GROUP GLOBAL WEALTH MANAGEMENT PROFESSIONAL CORPORATION

Advisory

SHORT HILLS, NJ

Data as of Jul 10, 2026 · Source: SEC Form ADV

Average account

$289K

across 87 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

87 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CHARTER CAPITAL ADVISORS LLC

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ARMAN JAMES INVESTMENTS LLC

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