JK
John O. Knox
PEREGRINE INVESTMENT ADVISORS
ATLANTA, GA 30327
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CRD#: 5759998
JK
Professional summary
John O'donnell Knox JR., who also goes by John O'donnell Knox, is a registered financial advisor currently at PEREGRINE INVESTMENT ADVISORS, LLC located in Atlanta, Georgia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John O'donnell Knox
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) SINCE 11/2022, I HAVE BEEN A BOARD MEMBER OF ENCOMPASS GROUP, LLC, A HEALTHCARE TEXTILE AND MDEICAL SUPPLY COMPLANY LOCATED AT 1615 MACON STREET, MCDONOUGH, GA 30253. APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THIS ENTITY, ALL OF THE TIME DURING SECURITIES TRADING HOURS. (2) SINCE 9/2010, I HAVE BEEN CHIEF ADMINISTRATIVE OFFICER OF TDCR GROUP,LLC, AN INVESTMENT RELATED FAMILY BUSINESS HOLDINGS COMPANY LOCATED AT 4200 NORTHSIDE PKWY, BLDG 14, STE 200, ATLANTA, GA. DUTIES INCLUDE MANAGING OPERATIONS AND OVERSIGHT OF INVESTMENTS. APPROXIMATELY 30 HOURS PER MONTH IS DEVOTED TO THIS ENTITY, ALL OF THE TIME DURING SECURITY TRADING HOURS. (3) SINCE 1/2004 I HAVE BEEN THE MANAGING PARTNER OF DASH, LP, AN INVESTMENT RELATED FAMILY LIMITED PARTNERSHIP LOCATED AT (SEE (2) ADDRESS). DUTIES INCLUDE MANAGEMENT AND OVERSIGHT OF INVESTMENTS. APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THIS ENTITY, ALL OF THE TIME DURING SECURITIES TRADING HOURS. (4) SINCE 10/2009 I HAVE BEEN OWNER/MANAGER OF BEAR WALLOW INVESTMENTS, LLC, AN INVESTMENT RELATED FAMILY INVESTMENT COMPANY LOCATED AT (SEE (2) ADDRESS). DUTIES INCLUDE OVERSIGHT AND MANAGEMENT OF THE INVESTMENTS. APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THIS ENTITY, ALL OF THE TIME DURING SECURITIES TRADING HOURS. (5) SINCE 12/2005, I HAVE BEEN A 1/3 OWNER OF 3 KNOXES, LLC, AN INVESTMENT RELATED REAL ESTATE HOLDING COMPANY, LOCATED AT (SEE (2) ADDRESS). APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THIS ENTITY, ALL OF THE TIME DURING SECURITIES TRADING HOURS. (6) SINCE 7/2015, I HAVE BEEN THE MANAGER OF TWS CAPITAL, LLC, AN INVESTMENT RELATED FAMILY INVESTMENT COMPANY LOCATED AT (SEE (2) ADDRESS). DUTIES INCLUDE MANAGEMENT OF INVESTMENTS. APPROXIMATELY 2 HOURS PER MONTH IS DEVOTED TO THIS ENTITY, ALL OF THE TIME DURING SECURITIES TRADING HOURS. (7)-(12) I SERVE AS TRUSTEE FOR JBR TRUST (2009), WALRAVEN FAMILY TRUST (2015) ELI WALRAVEN TRUST (2015) AND ERW TRUST (2018), JAMES SMITH TESTAMENTARY MARITAL TRUST (2022), AND GITA HANDLER TESTAMENTARY TRUST (2022), ALL INVESTMENT RELATED ENTITIES LOCATED AT (SEE (2) ADDRESS). DUTIES INCLUDE FIDUCIARY OVERSIGHT OF THE ASSETS OF THE TRUSTS. APPROXIMATELY 6 HOURS PER MONTH ARE DEVOTED TO THESE ENTITIES, ALL OF THE TIME DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view John O'donnell Knox JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 14, 2010 - Present
PEREGRINE INVESTMENT ADVISORS, LLC
Office #1: North Parkway Square 4200 Northside Pkwy, Bldg 14, Ste 200, Atlanta, GA 30327RIA
CRD#: 153081
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PEREGRINE INVESTMENT ADVISORS, LLC
PEREGRINE INVESTMENT ADVISORS, LLC
CRD#: 153081 / SEC#: 801-71179
RIA
Registered Investment Advisory firm - (3/8/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/14/2010)
Current Firm
PI
PEREGRINE INVESTMENT ADVISORS, LLC
PEREGRINE INVESTMENT ADVISORS, LLC
CRD#: 153081 / SEC#: 801-71179
RIA
Registered Investment Advisory firm - (3/8/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
801 Baptist Drive Suite 200, Madison, MS 39110
Mailing Address
Phone number
(769) 216-3232
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 218 |
| AUM (Assets Under Management) | $ 343,597,882 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/02/2025 | ||
| 08/16/2024 | ||
| 07/10/2023 | ||
| 10/10/2022 |
Red Flags
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