# 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.

- CRD: 285358
- Filed as: PALOMAR ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285358
- AdvisorCensus page: https://advisorcensus.com/firm/palomar-advisors-inc-285358

## Quick answers

**How 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

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

### Custodians (Schedule D, Section 5.K(3))
- American Trust Investment Services, Inc.
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $101,258,620
- Discretionary: $101,258,620
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $3,373,963 |
| High net worth individuals | 13 | $42,492,866 |
| 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) | 46 | $52,901,506 |
| 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 | 3 | $2,485,263 |
| Other | 1 | $5,022 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Murrieta, CA
- Temecula, CA

### Websites listed on Form ADV (Item 1.I)
- palomaradvisors.com
- LinkedIn @john-fountain-palomar-advisors
- X @palomaradvisors

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palomar Advisors Inc. (CRD 285358): Form ADV filing data as of October 2026.