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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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.

You can reach the main office by calling the phone number 904-399-0662 or by fax 904-346-0047. The normal business hours are 830 am to 5 pm on Monday - Friday.