ROYAL PALM INVESTMENT ADVISORS, INC

Overview

Royal Palm Investment Advisors, Inc. is an independent, individual-owned registered investment adviser that focuses on planning and discretionary portfolio management for individuals, families and small-business owners. The firm charges a mix of asset-based fees and hourly fees, and it manages client portfolios through externally managed funds rather than operating as a capital allocator. Advisory work centers on financial planning and tailored portfolio construction; the firm does not position itself as an active ESG investor and operates within a single-state footprint. Investment activity shows a clear tilt toward pooled public vehicles as the backbone of client portfolios, supplemented by selective allocations to alternative strategies. Portfolios are managed on a discretionary basis and custody is centralized at one major custodian, which facilitates consolidated reporting and trade execution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices