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Retirement Plan Services Practice Leader · Advanced Capital Group

Holly Knight

CRD 5587216 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Advanced Capital Group, an SEC-registered asset manager based in Minneapolis, MN with $30.0 billion in regulatory assets, lists Holly Knight on its Form ADV as Retirement Plan Services Practice Leader, a control person. The SEC filings also name Holly at 2 other registered advisers.

Firms and roles

  • Advanced Capital GroupRetirement Plan Services Practice LeaderAsset manager · Minneapolis, MN · $30B in regulatory assets
  • Alera Investment Advisors, LLCRetirement Plan Services Practice LeaderAsset manager · Deerfield, IL · $5.3B in regulatory assets
  • The Ascent Group, LLCRetirement Plan Services Practice LeaderWealth manager · Virginia Beach, VA · $4.8B in regulatory assets

AtlasMembers

Holly’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Holly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Holly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.