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| Keyboard |
| Palm Valley Capital Management LLC
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|---|---|
| CRD # | 299896 |
| SEC # | 801-114514 |
| CIK # | |
| AUM | 281.6 M (2026-01-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 904-747-2345 |
| Address | 422 Jacksonville Drive Jacksonville Beach, FL 32250 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 23.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 222.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 35.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 281.6 |
| By Discretionary | ||
| Discretionary | 11 | 281.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 281.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.6 | |
| Total | 11 | 281.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stolz & Associates PS
✚
|
WA | 282.2 M |
|
Caruso McLean & Co Inc
✚
|
NY | 281.8 M |
|
Banyan Capital Management Inc
✚
|
GA | 281.7 M |
|
Copperleaf Capital LLC
✚
|
SC | 281.6 M |
|
Trinity Wealth Advisors LLC
✚
|
MO | 281.5 M |
|
Successful Portfolios LLC
✚
|
FL | 281.5 M |
|
Smith Asset Management Co LLC
✚
|
FL | 281.2 M |
|
Riverbend Wealth Management LLC
✚
|
SC | 281.0 M |
|
RCS Financial Planning LLC
✚
|
MD | 281.0 M |
|
WMS Advisors LLC
✚
|
NC | 280.9 M |