About Knox Capital Group
Knox Capital Group is a Financial Services company based in Salt Lake City (United States) founded in 2003, and was acquired by CAPTRUST Financial Advisors in February 2018. Wealth management and financial advisory services are provided to clients. Knox Capital Group offers products and services including Wealth Planning, Investment Advice, and Fiduciary Services. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Knox Capital Group was established in 2003 and is headquartered in Salt Lake City, United States. Financial services in the wealth management sector are offered, including advisory support for investments and planning. Operations are centered on client portfolios and risk assessment. The company serves individuals and entities within the domestic market, with a focus on long-term financial strategies.
- Headquarters Salt Lake City, United States
- Stage Acquired
- SectorsFinancial Services
- Website knoxcapitalgroup.com
- Social LinkedIn Facebook
- Acquired by CAPTRUST Financial Advisors (Feb 2018)
- Investors
- Acquired byCAPTRUST Financial Advisors
(Feb 2018)
Products & Services of Knox Capital Group
Knox Capital Group offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Advice, and Fiduciary Services.
Tailored planning for individual and family financial needs
Guidance on portfolios and retirement solutions
Support for corporations and nonprofits in asset management
Investors in Knox Capital Group
Knox Capital Group has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Financial advisory services are provided by CAPTRUST to various clients. | captrustadvisors.com | United States |
Investor details for Knox Capital Group
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Knox Capital Group
2 dated milestones of Knox Capital Group across 15 years, from founding to its latest funding, stage changes and deals.
- Founded Knox Capital Group is founded.
- Exit Acquired by CAPTRUST Financial Advisors.
Competitors of Knox Capital Group
Knox Capital Group has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Knox Capital Group
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Knox Capital Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Knox Capital Group
Complete news archive for Knox Capital Group
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Knox Capital Group
Knox Capital Group was founded in 2003.
Knox Capital Group is headquartered in Salt Lake City, United States. It is registered at Salt Lake City, Utah, United States.
Knox Capital Group was established in 2003 and is headquartered in Salt Lake City, United States. Financial services in the wealth management sector are offered, including advisory support for investments and planning. Operations are centered on client portfolios and risk assessment. The company serves individuals and entities within the domestic market, with a focus on long-term financial strategies.
Knox Capital Group's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Knox Capital Group offers Wealth Planning, Investment Advice, and Fiduciary Services.
Knox Capital Group has 1 investor. Key investors include CAPTRUST.
Yes. Knox Capital Group was acquired by CAPTRUST Financial Advisors in February 2018.