← Back to searchVisit website
ROYAL PALMS CAPITAL, LLC
CRD 135304 · SEC 801-132117
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.2M
Discretionary AUM
$124.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $16.3M |
| High net worth individuals | 33 | $107.9M |
States served
CA, MT
All web addresses on file
Official SEC filing: View on IAPD