# Palm View Investments

> Palm View Investments is a state-registered investment advisory firm in Santa Rosa Beach, FL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 328848
- Filed as: PALM VIEW INVESTMENTS
- Legal name: Palm View Investments, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Rosa Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328848
- AdvisorCensus page: https://advisorcensus.com/firm/palm-view-investments-santa-rosa-beach-fl-328848

## Quick answers

**How is Palm View Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Palm View Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Palm View Investments located?**
Palm View Investments' principal office is in Santa Rosa Beach, FL, according to its Form ADV.

**Is Palm View Investments registered with the SEC or a state?**
Palm View Investments is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328848.

**How much does Palm View Investments manage?**
Palm View Investments reports $2,066,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (41% discretionary).

**Does Palm View Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328848

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,066,000
- Discretionary: $843,000
- Non-discretionary: $1,223,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,066,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmviewinvestments.com
- Facebook facebook.com
- Instagram @palmviewinvestments
- LinkedIn @palm-view-investments-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palm View Investments (CRD 328848): Form ADV filing data as of October 2026.