# Palmetto Advisory

> Palmetto Advisory is a state-registered investment advisory firm in Charleston, SC, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 152286
- Filed as: PALMETTO ADVISORY
- Legal name: Palmetto Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152286
- AdvisorCensus page: https://advisorcensus.com/firm/palmetto-advisory-charleston-sc-152286

## Quick answers

**How is Palmetto Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Palmetto Advisory reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Palmetto Advisory located?**
Palmetto Advisory's principal office is in Charleston, SC, according to its Form ADV.

**Is Palmetto Advisory registered with the SEC or a state?**
Palmetto Advisory is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152286.

**Does Palmetto Advisory 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/152286

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, MA, NC, SC, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmettoadvisorygroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palmetto Advisory (CRD 152286): Form ADV filing data as of October 2026.