Allen Knight & Creighton Investment Management (Jacksonville)

Allen Knight & Creighton Investment Management is a large advisory firm based in Jacksonville. It manages $85.57 million of regulatory assets for 156 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Georgia.

Allen Knight & Creighton Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Allen Knight & Creighton Investment Management: assets under management

The assets under management (AUM) of Allen Knight & Creighton Investment Management is $85.57 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70.09 million in discretionary accounts and $15.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $452.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15.48 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Allen Knight & Creighton Investment Management for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Allen Knight & Creighton Investment Management

Vernon A. Lafaye has been acting as President since 1 Mar 2000. Gale Russell Creighton joined the executive team most recently as the Executive V.P..

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John L Allen	President & treasurer	1 Feb 1996	25% - 50%	3374
Addison Palmer Knight	Chairman & secretary	1 Feb 1996	25% - 50%	272316
Gale Russell Creighton	Executive v.p.	1 Aug 1998	25% - 50%	4335620
Vernon A. Lafaye	Director	1 Mar 2000	Other	4335680

Based in Jacksonville

The principal office where Allen Knight & Creighton Investment Management performs its advisory services is located at 1301 Riverplace Blvd., Jacksonville, FL 32207, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.