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KNOX AVENUE FINANCIAL CORP.
CRD 289094File 801-132796
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.7M
Bottom 25% of cohort (national)
Discretionary AUM
$127.9M
Non-discretionary $16.8M
Clients
227
758 accounts
Employees
1
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 19, 2025
- Principal office
- 380 ST. PETER STREET, SUITE 742, ST. PAUL, MN, 55102
- Phone
- 952-426-4352
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.7M
- Discretionary AUM
- $127.9M
- Non-discretionary AUM
- $16.8M
- Discretionary accounts
- 674
- Non-discretionary accounts
- 84
- Total accounts
- 758
- AUM per client
- $638K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $345K |
| High net worth individuals | 46 | $93.1M |
| Pension and profit sharing plans | 6 | $9.0M |
| Individuals (other than high net worth individuals) | 175 | $42.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.