Palm Valley Capital Management
Palm Valley Capital Management is an SEC-registered ria in Jacksonville Beach, FL with $281.6M assets under management (AUM, regulatory AUM), -16% over one year. See who owns Palm Valley Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299896, SEC 801-114514, data through 2026-01-13.
- AUM (assets under management / regulatory AUM)
- $281.6M (2026-01-13)
- Firm type
- Ria
- Location
- Jacksonville Beach, FL
- Employees
- 2
- CRD
- 299896
- Ownership
- MARTIN CAPITAL MANAGEMENT, LLC; WIGGINS, JAYME, CLARK; CINNAMOND, ERIC, KENT; MARTIN, FRANK, KOHLHAAS
How much AUM does Palm Valley Capital Management have?
Palm Valley Capital Management reported $281.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-13).
Who owns Palm Valley Capital Management?
Disclosed owners and executives of Palm Valley Capital Management include MARTIN CAPITAL MANAGEMENT, LLC, WIGGINS, JAYME, CLARK, CINNAMOND, ERIC, KENT, MARTIN, FRANK, KOHLHAAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.