Advisor at Winston Paul Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tysons Corner, VA 22182
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
24 years
J Knight is a CFP® with 24 years of industry experience and is the sole advisor at Winston Paul Capital Management, Inc. He has held roles at several firms, including Research Financial Strategies and Sword & Shield Insurance Group, and maintains ownership of Knight Chow Construction Services, a construction materials provider. His outside business activities also include acting as a licensed insurance agent and involvement in a business support service. Winston Paul Capital Management, Inc. offers discretionary asset management and financial planning primarily to individual investors and qualified retirement plans. The firm employs fundamental and technical analysis for portfolio construction and provides ERISA 3(21) services, including investment policy statement development and participant education for retirement plans.
Based on Winston Paul Capital Management, Inc.
Based on Winston Paul Capital Management, Inc.
ERISA plan initial set-up fee $2,500 - $10,000 depending on complexity; $15 quarterly service fee per account or investment strategy for performance and reporting
$0 - $500,000: 1.10% $500,000.01 - $1,000,000: 1.00% $1,000,000.01 - $2,000,000: 0.90% $2,000,000.01 - $5,000,000: 0.80% $5,000,000.01 - $10,000,000: 0.65% $10,000,000.01+: 0.50%
$750 per hour for financial planning and consulting services; may be negotiated
Account minimum: $250,000
1934 Old Gallows Road, Suite 350
Tysons Corner, VA 22182
North Carolina · Virginia
Flourish Group
2025 - Present (1 year)
Cross Fire IQ, LLC
2024 - 2025 (1 year)
Winston Paul Capital Management, Inc.
2023 - Present (3 years)
J Thomas Knight, Sole Proprietor
2023 - Present (3 years)
Winston Paul Capital Management, Inc.
2020 - Present (6 years)
Sword & Shield Insurance Group, LLC
2019 - 2022 (3 years)
Research Financial Strategies
2017 - 2023 (6 years)
Knight Chow Construction Services, LLC
2016 - Present (10 years)
Collins Aerospace
2015 - 2018 (3 years)
Winston Paul Capital Management, Inc.
2008 - 2017 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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