# Palmer Jones & Associates, Inc.

> Palmer Jones & Associates, Inc. is a state-registered investment advisory firm in Bluffton, SC, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 110418
- Filed as: PALMER JONES & ASSOCIATES, INC.
- Legal name: Jones Palmer & Associates Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bluffton, SC
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110418
- AdvisorCensus page: https://advisorcensus.com/firm/palmer-jones-and-associates-inc-bluffton-sc-110418

## Quick answers

**How is Palmer Jones & Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Palmer Jones & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Palmer Jones & Associates, Inc. located?**
Palmer Jones & Associates, Inc.'s principal office is in Bluffton, SC, according to its Form ADV.

**Is Palmer Jones & Associates, Inc. registered with the SEC or a state?**
Palmer Jones & Associates, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 110418.

**How much does Palmer Jones & Associates, Inc. manage?**
Palmer Jones & Associates, Inc. reports $58,970,729 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (96% discretionary).

**What types of clients does Palmer Jones & Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (8).

**Does Palmer Jones & Associates, Inc. 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/110418

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $58,970,729
- Discretionary: $56,880,943
- Non-discretionary: $2,089,786

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $9,501,190 |
| High net worth individuals | 8 | $47,289,733 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,179,806 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palmer Jones & Associates, Inc. (CRD 110418): Form ADV filing data as of October 2026.