Fort Knox Investment Management

What Fort Knox Investment Management does

Fort Knox Investment Management is a private financial advisory and consulting firm founded in 2005 and based at 2015 State Street in Washington, Indiana. It provides investment advisory, portfolio management, financial planning, and retirement-planning support primarily to individual investors seeking personalized investment guidance. Securities and investment advisory services are offered through Osaic Wealth, Inc., a FINRA/SIPC member, and representatives may conduct securities business only with residents of specified U.S. states.

The firm does not disclose a proprietary technology platform. Its client-facing technology stack is composed of third-party tools, including the ONEVIEW Account Portal for consolidated investment-account access and reporting, eQuipt for Osaic account visibility and adviser engagement, and financial calculators for retirement, savings, Social Security, 401(k), and mortgage planning. The service model appears relationship-led rather than software-led, with a small five-person team centered on President Troy D. Stoll and administrative/research support.

Revenue is not disclosed, but the business model is consistent with investment advisory economics: personalized financial planning and investment-management services likely monetized through advisory fees, management fees, and/or transaction-based commissions via the Osaic Wealth infrastructure. Go-to-market is direct and referral-oriented, supported by the firm’s local office, website resources, social media management, and client appreciation events rather than scaled digital acquisition.

Name

Fort Knox Investment Management

Legal name

Fort Knox Investment Management

Website

https://fortknoxonline.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Fort Knox Investment Management is a Washington, Indiana-based financial advisory firm serving individual investors with investment management, portfolio management, financial planning, and retirement-planning services through Osaic Wealth and third-party client account portals.

Ownership category

akta.pro rank

Product category

Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Investment advisory services
• Financial planning
• Portfolio management
• Retirement planning
• Wealth management

Headquarters

HQ city

Washington

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Services: The firm provides investment advisory and financial planning services. Securities and investment advisory services are offered through Osaic Wealth, Inc. (OWI), member FINRA/SIPC. Revenue is likely generated through advisory fees, management fees, or transaction-based commissions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Fort Knox Investment Management provides independent investment advisory and financial planning services to individual clients, including portfolio management and retirement planning. Securities and investment advisory services are delivered through registered representatives operating under Osaic Wealth, Inc., a FINRA/SIPC member broker-dealer. The firm serves residents of 18 U.S. states and supplements its advisory offering with online account access portals and financial planning calculators.

Product overview

Fort Knox Investment Management offers a single, unified financial advisory service platform centered on investment advisory and financial planning. The core offering is investment advice and portfolio management, complemented by client account access through ONEVIEW and eQuipt portals, and supplementary financial planning tools including calculators for retirement, savings, and mortgage planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services
• Financial Planning Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Osaic Wealth, Inc. (OWI)coreStrategic or Co-development PartnerSecurities and investment advisory services are offered through Osaic Wealth, Inc. (OWI), member FINRA/SIPC. OWI is separately owned and other entities referenced are independent of OWI.
• American Funds (Capital Group)minorOthersBusiness partner listed on the Access Your Account page for investment account access.
• VoyaminorOthersBusiness partner for retirement accounts, listed on the Access Your Account page.
• JacksonminorOthersBusiness partner for investment accounts, featured on the Access Your Account page.
• Franklin TempletonminorOthersBusiness partner for investment services, listed on the Access Your Account page.
• Columbia Threadneedle InvestmentsminorOthersBusiness partner for investment management services, featured on the Access Your Account page.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Cetera Financial Group: Independent broker-dealer and RIA platform supporting thousands of financial advisors offering wealth management and investment advisory services to individuals. Directly comparable broker-dealer-affiliated advisory model serving mass-affluent and individual clients.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent RIAs and financial advisors who offer investment advisory services to individual clients. Operates as the institutional backbone for many independent practices in the same category as Fort Knox.
• Waddell & Reed Financial: Diversified asset management and wealth advisory firm providing investment advisory and financial planning to individual investors through a national advisor channel. Comparable target customer (individual investors) and service mix, though with a larger institutional footprint.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting a national network of financial advisors providing personalized investment advice and retirement planning to individuals. Directly comparable broker-dealer-affiliated wealth advisory structure.
• Edward Jones: Large U.S. broker-dealer-affiliated wealth advisory network offering personalized investment advice and financial planning to individual investors across all 50 states. Operates a similar locally-embedded advisor model but at vastly greater scale than Fort Knox's five-person team.
• Robert W. Baird: Privately held wealth management and investment firm with a national advisor network offering investment advisory and financial planning services to individuals. Comparable personalized advisory model, though with substantially broader resources and geographic footprint.
• Raymond James Financial: Diversified financial services firm with a large independent advisor channel providing investment advisory, financial planning, and wealth management to individuals. Similar broker-dealer-affiliated RIA structure but with materially greater scale and product breadth.
• Ameriprise Financial: Diversified financial services firm with a large franchise of independent financial advisors delivering investment advisory and retirement planning to individuals. Comparable service offering to Fort Knox but with national brand, proprietary technology, and thousands of advisors.
• Cambridge Investment Research: Independent broker-dealer supporting a national network of financial advisors offering investment advisory and financial planning. Comparable broker-dealer-affiliated RIA model serving individual investors, with a similar independent-practitioner ethos.
• Stifel Financial: Full-service wealth management and investment banking firm with a large advisor network providing investment advisory and financial planning to individuals. Comparable offering in investment advisory, but operating at institutional scale with proprietary research and technology.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights5 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fort Knox Investment Management