← Directory
PALM VALLEY CAPITAL MANAGEMENT
Legal name: PALM VALLEY CAPITAL MANAGEMENT LLC
CRD 299896File 801-114514
APPROVED
Filing as of Jan 13, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 6 | 1 | decreased by5 |
| Feb 1, 2026 | AUM | $336,395,120 | $281,574,433 | decreased by$54,820,687 |
| Feb 1, 2026 | Accounts | 13 | 11 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 6 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $95,362,445 | $336,395,120 | increased by$241,032,675 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6 | 13 | increased by7 |
| Feb 1, 2022 | AUM | $39,887,481 | $95,362,445 | increased by$55,474,964 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PALM VALLEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PALM VALLEY” may also match similarly-named firms). Confirm identity against each filing.
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.