PALM VALLEY CAPITAL MANAGEMENT
Jacksonville Beach, United States · CRD 299896
SEC-registered investment adviser since 2019 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$281.6m
- Main clients (by assets)Mutual funds and ETFs 79%, Charities 13%, High net worth individuals 8%
- Websitepalmvalleycapital.com
- Form ADV · 2026-01-13SEC adviser record
- Kindmutual funds
- Others nearbyJacksonville Beach, FL
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country