Overview
Assets Under Management: $124 million
High-Net-Worth Clients: 33
Average Client Assets: $3.3 million
Frequently Asked Questions
ROYAL PALMS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135304), ROYAL PALMS CAPITAL, LLC is subject to fiduciary duty under federal law.
ROYAL PALMS CAPITAL, LLC serves 33 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, ROYAL PALMS CAPITAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ROYAL PALMS CAPITAL, LLC manages $124 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, ROYAL PALMS CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.90%
Average Client Assets: $3.3 million
Total Client Accounts: 249
Discretionary Accounts: 249
Regulatory Filings
CRD Number: 135304
Filing ID: 2077551
Last Filing Date: 2026-03-27 12:21:17