Royal Palms Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 135304
- Registered since
- March 7, 2025
- Website
- royalpalmscapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.9%
- Individuals13.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Royal Palms Capital, LLC is an independent, individual-owned registered investment adviser that registered with the SEC in 2025. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, indicating flexibility to accommodate both ongoing asset management relationships and project-based planning work. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$3.6M in ETFs
100%
$3.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $2M | 36,718 | 55.78% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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