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PALM VALLEY CAPITAL MANAGEMENT
Legal name: PALM VALLEY CAPITAL MANAGEMENT LLC
CRD 299896File 801-114514
APPROVED
Filing as of Jan 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$281.6M
Below cohort median (national)
Discretionary AUM
$281.6M
Clients
1
11 accounts
Employees
2
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 28, 2019
- Principal office
- 422 JACKSONVILLE DRIVE, JACKSONVILLE BEACH, FL, 32250
- Phone
- 904-747-2345
- Website
- http://palmvalleycapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $281.6M
- Discretionary AUM
- $281.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 11
- Non-discretionary accounts
- 0
- Total accounts
- 11
- AUM per client
- $281.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $222.6M |
| Charitable organizations | Fewer than 5 | $35.4M |
| High net worth individuals | Fewer than 5 | $23.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.