THE PALMER KNIGHT COMPANY

Adviser information for THE PALMER KNIGHT COMPANY last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 301 $251.5M
Non-Discretionary 0 $0
Total 301 $251.5M

Clients

Type Number RAUM
Individuals 73 $30.2M
HNW Individuals 83 $221.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUM

Identifiers

SEC RIA File Number 801-101490
SEC ERA File Number 801-101490
SEC CIK Numbers 1767735
SEC CRD Numbers 112983
Legal Entity Identifier None

Principal Office

1022 PARK STREET
SUITE 402
JACKSONVILLE
FL
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 904-358-9080, Fax: 800-856-5214

Chief Compliance Officer

C. DAVIS KNIGHT
PRESIDENT
1022 PARK STREET
SUITE 402
JACKSONVILLE
FL
United States
Tel: 904-358-9080
Fax: 800-856-5214
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KNIGHT, ADDISON, PALMER Individual FOUNDER EMERITUS 12/2023 < 5%
KNIGHT, CHRISTOPHER, DAVIS Individual PRESIDENT/CHIEF COMPLIANCE OFFICER 01/2008 > 75%

No. Employees, Historic

10502020202120222023202420253 on 3/12/20203 on 6/17/20203 on 2/25/20213 on 2/23/20223 on 2/23/20223 on 3/13/20232 on 2/12/2024

RAUM, Historic

300M150M0202020212022202320242025145508407 on 3/12/2020145508407 on 6/17/2020178874831 on 2/25/2021228109393 on 2/23/2022228109393 on 2/23/2022212310583 on 3/13/2023251517095 on 2/12/2024

No. Clients, Historic

2001000202020212022202320242025106 on 3/12/2020106 on 6/17/2020119 on 2/25/2021133 on 2/23/2022133 on 2/23/2022145 on 3/13/2023156 on 2/12/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 8M 14K
AMAZON COM INC COM 10M 50K
APPLE INC COM 9M 42K
APPLIED MATLS INC COM 9M 38K
APTIV PLC SHS 4M 52K
AVERY DENNISON CORP COM 7M 31K
BROADRIDGE FINL SOLUTIONS IN COM 6M 31K
CAPITAL ONE FINL CORP COM 8M 59K
CHENIERE ENERGY INC COM NEW 215K 1K
CINTAS CORP COM 8M 12K
DANAHER CORPORATION COM 8M 31K
DOW INC COM 5M 85K
ELEVANCE HEALTH INC COM 6M 10K
FISERV INC COM 7M 49K
FORTINET INC COM 7M 111K
FORTIVE CORP COM 5M 73K
HOME DEPOT INC COM 8M 22K
HONEYWELL INTL INC COM 8M 36K
JPMORGAN CHASE & CO. COM 7M 34K
KROGER CO COM 5M 108K
MARRIOTT INTL INC NEW CL A 555K 2K
MICROSOFT CORP COM 9M 19K
NVIDIA CORPORATION COM 4M 30K
PAYCHEX INC COM 8M 63K
RAYMOND JAMES FINL INC COM 8M 65K
STARBUCKS CORP COM 6M 76K
STERICYCLE INC COM 238K 4K
TEXAS INSTRS INC COM 6M 28K
TRANE TECHNOLOGIES PLC SHS 5M 15K
TRAVELERS COMPANIES INC COM 7M 37K
UNITEDHEALTH GROUP INC COM 502K 985
VERALTO CORP COM SHS 673K 7K
VULCAN MATLS CO COM 6M 25K
WASTE MGMT INC DEL COM 9M 40K
ZEBRA TECHNOLOGIES CORPORATI CL A 7M 24K