{
  "crd_number": 333588,
  "slug": "two-palms-financial-333588",
  "primary_business_name": "TWO PALMS FINANCIAL",
  "legal_name": "TWO PALMS PLANNING LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-11-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-04-06",
  "carried_forward": false,
  "raum_total": 17173618.0,
  "raum_discretionary": 17173618.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 813254.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 16360364.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MO"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61571178909599",
    "https://linkedin.com/company/two-palms-financial",
    "https://tiktok.com/@2palmsfi",
    "https://twopalmsfinancial.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333588",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/two-palms-financial-333588",
  "display_name": "Two Palms Financial",
  "summary": "Two Palms Financial is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 6, 2026.",
  "citation": "AdvisorCensus. Two Palms Financial (CRD 333588): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Two Palms Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Two Palms Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Two Palms Financial registered with the SEC or a state?",
      "a": "Two Palms Financial is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333588."
    },
    {
      "q": "How much does Two Palms Financial manage?",
      "a": "Two Palms Financial reports $17,173,618 in regulatory assets under management in its Form ADV filing dated April 6, 2026 (100% discretionary)."
    },
    {
      "q": "Does Two Palms Financial report any disciplinary disclosures?",
      "a": "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/333588"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/two-palms-financial-333588.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 813254.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 16360364.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/333588",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}