Palmetto Advisory Group, LLC

Overview

Palmetto Advisory Group, LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2009. Ownership is held by an individual rather than a corporate or institutional parent, and the firm is classified in FINTRX as "Unclassified." Filings indicate the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. Regulatory flags in the snapshot show the adviser is not designated as a multi-state adviser, though the firm lists multiple office locations (see Location & Offices). The source does not provide explicit detail on client segments served, fee schedules, or day-to-day advisory activities.

Assets & Accounts

Location & Offices