AdvisorCensus / Financial advisors / Palomar Advisors Inc.
Palomar Advisors Inc. is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Palomar Advisors Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Palomar Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Is Palomar Advisors Inc. registered with the SEC or a state?
Palomar Advisors Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 285358.
How much does Palomar Advisors Inc. manage?
Palomar Advisors Inc. reports $101,258,620 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).
What types of clients does Palomar Advisors Inc. serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (46); individuals (other than high net worth individuals) (13); high net worth individuals (13).
Which custodians does Palomar Advisors Inc. use?
Palomar Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Trust Investment Services, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Palomar Advisors Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285358
What changed in Palomar Advisors Inc.'s recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$101,258,620 as of October 2026, filing dated April 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the May 2026 filing
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Palomar Advisors Inc. (CRD 285358): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/palomar-advisors-inc-285358