PALMETTO COAST ADVISORS, INC.

Overview

Palmetto Coast Advisors, Inc. is an independent RIA that acts as a capital allocator for individual, family and institutional clients. The firm runs discretionary portfolio management as its core activity and combines financial planning with ongoing investment management for both individuals/small businesses and businesses/institutions. Its advisory offering includes selection of other advisers and educational seminars, indicating a willingness to incorporate third‑party managers and outside solutions into client portfolios. Investment emphasis is on publicly traded equities and exchange‑traded instruments, which serve as the primary building blocks across client accounts. The firm is not positioned as an ESG investor and operates under a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Palmetto Coast appears focused on active, manager‑driven allocation and selectively pairing clients with external alternative managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices