$124.2M Total AUM
$124.2M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-17-2005
- Office Locations
- 1
Office Locations
-- Whitefish MT
About Royal Palms Capital, LLC
Royal Palms Capital LLC is an independent, privately owned RIA providing nationwide discretionary investment management. The firm emphasizes a disciplined research process tailored to client goals and offers managed account solutions spanning ETFs/equities and fixed income. It supports retail and institutional relationships and primarily custodies with Charles Schwab. Operating since 1983.
Team overview
67 AVG AGE
$124.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
K
KRISTIN HETZER
Chief Compliance Officer, Chief Executive Officer, Director
- CRD
- #1098705
- Ownership
- 75% or more
Available
Available
Available
J
Joseph Henri Hetzer
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,194,124 | $498,772 |
| Non-Discretionary | $0 | -- |
| Total | $124,194,124 | $498,772 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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