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, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Royal Palms is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
2 of 2Joseph Hetzer
MemberCRD 7857915

Kristin Hetzer
Principal and Portfolio ManagerCRD 1098705
Wealth 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 | 37,368 | 55.84% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Merryfield Barnes, LLC
RIAIthaca, NY
White Oak Wealth Management
RIAColumbia, MD
Cardea Capital Advisors, LLC
RIAVero Beach, FL
Watkinson Capital Advisors LLC
RIABerwyn, PA
APO Financial Services, LLC
RIAWestminster, CO
Rilex Capital LLC
RIAManasquan, NJ