PALUMBO CAPITAL GROUP, LLC

Overview

Palumbo Capital Group, LLC is organized as a limited liability company that positions itself as a financial planning and portfolio management provider for individuals and small businesses. The firm charges clients on a mix of asset-based fees and hourly fees, which suggests a hybrid model that can accommodate both ongoing discretionary management and one-time or project-based planning engagements. Filings indicate the firm is not an active ESG investor and is not classified as a capital allocator; its regulatory footprint appears limited in scope (SEC registration year is not reported and it is not flagged as a multi-state adviser). The firm lists affiliations with another investment adviser and with an insurance company, indicating it likely leverages third-party advisory relationships and insurance products as part of its client solutions. Palumbo Capital Group, LLC is described as owned at the domestic entity or individual level and is not identified as a related adviser to other registered entities. Its advisory activities focus squarely on personalized planning and portfolio management rather than institutional consulting or pension work.

Assets & Accounts

Location & Offices