Palatine Hill provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Palatine Hill reports 288 clients. They include 233 individual clients, 46 high-net-worth individuals, and 9 corporations and other businesses. Of its assets, 99.3% ($294M across 1,407 accounts) are managed with discretion; $2.06M across 19 accounts are not. A wrap fee program the firm both sponsors and manages holds $888M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 42% |
| High-net-worth individuals | 16% | 55% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 3% | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 233 | $124M | 41.9% | $533K |
| High-net-worth individuals | 46 | $163M | 55.1% | $3.55M |
| Charitable organizations | Fewer than 5 | $451K | 0.2% | — |
| Corporations and other businesses | 9 | $8.18M | 2.8% | $909K |
| Total | 288 | $296M | 100% | — |
- Clients
- 233
- Regulatory AUM
- $124M
- AUM share
- 41.9%
- Avg. per client
- $533K
- Clients
- 46
- Regulatory AUM
- $163M
- AUM share
- 55.1%
- Avg. per client
- $3.55M
- Clients
- Fewer than 5
- Regulatory AUM
- $451K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $8.18M
- AUM share
- 2.8%
- Avg. per client
- $909K
Total
- Clients
- 288
- Regulatory AUM
- $296M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Palatine Hill charges up to 1.00% a year for its Investment management. The fee is billed in advance and is negotiable.
Fee details and sources
Charles Dabrowski owns 75% or more of Palatine Hill. It has 5 employees, 4 of them in advisory roles.
Leadership
- Jeff CheekMember
- Charles DabrowskiManager, CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Jeff Adron Cheek
- Charles Edward Dabrowski
- Richard Edward Mida JR
- Paige Weymouth
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Palatine Hill, LLC
Charles Dabrowski
Control person · since December 2016
- Owns 10% to 25% of Palatine Hill, LLC
Jeff Cheek
Control person · since December 2016
- Owns 5% to 10% of Palatine Hill, LLC
Thomas Lozser Revocable Trust Uad
since December 2016
Thomas Lozser
Trustee · since December 2016
Palatine Hill’s regulatory assets grew 2.6× from $113M (May 2021) to $296M (June 2026); clients rose from 72 to 288 and employees from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $296M | 288 | 5 | 2 |
| May 2025 | $254M | 240 | 5 | 2 |
| February 2024 | $189M | 200 | 5 | 2 |
| March 2023 | $156M | 156 | 5 | 2 |
| May 2022 | $148M | 89 | 3 | 2 |
| May 2021 | $113M | 72 | 2 | 2 |
Besides its headquarters, Palatine Hill has 1 office, with 2 listed addresses in Michigan.
Michigan · 2 listed addresses
- 148 Pierce Street, Suite 200, BirminghamHQ
- 229 Depot Street, Ann Arbor
Contact and registration details
- Legal name
- Palatine Hill, LLC
- Headquarters
- 148 Pierce Street, Suite 200, Birmingham, MI 48009
- Website
- palatinehillwealth.com
- Phone
- 734-218-0085
- @palatine-hill-wealth-management
- SEC file
- 801-117400
- Structure
- Michigan LLC
- Fiscal year end
- December
Palatine Hill uses Charles Schwab ($294M) as custodian for its separately managed accounts. Palatine Hill has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $294M100%
At year end, Palatine Hill’s separately managed accounts were mostly in funds (74%) and stocks (12%). Its reported 13F holdings for the quarter ended 30 June 2026 total $124M across 55 positions; the largest are iShares Core S&P 500 ETF (37.7%), State Street SPDR Portfolio Developed World Ex-us ETF (12.7%) and State Street SPDR Portfolio Emerging Markets ETF (5.8%).
What the accounts hold
- Stocks12%
- Funds74%
- Bonds6%
- U.S. government and agency bonds3%
- State and local bonds3%
- Other6%
- Unassigned6%
Filed values cover 98%. The neutral 2% gap has no reported category.
Reported 13F holdings
- $124M
- Reported 13F value
- 55
- Positions
- 76.6%
- In the 10 largest
- +8.1%
- Value vs. prior quarter
- iShares Core S&P 500 ETFETF37.7%
- State Street SPDR Portfolio Developed World Ex-us ETFETF12.7%
- State Street SPDR Portfolio Emerging Markets ETFETF5.8%
- State Street SPDR Portfolio S&P 500 ETFETF3.6%
- Ark 21shares Bitcoin ETFETF3.5%
- Apple Inc.3.4%
- Vanguard FTSE Developed Markets ETFETF3.0%
- Vanguard S&P 500 ETFETF2.7%
- State Street SPDR Portfolio S&P 500 Growth ETFETF2.2%
- Tesla Inc.2.0%
Together, the ten largest are 76.6% of reported value.
How many clients does Palatine Hill have?
Palatine Hill has 288 clients and manages $296 million for them, as of June 2026. They include 233 individual clients, 46 high-net-worth individuals, and 9 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 June 2026
What services does Palatine Hill offer?
Palatine Hill provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, business succession planning, education planning, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Palatine Hill charge?
Palatine Hill charges up to 1.00% a year for its Investment management. The fee is billed in advance and is negotiable.
Which custodians does Palatine Hill use?
Palatine Hill’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $294M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026
How many financial advisors does Palatine Hill have?
Palatine Hill has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Palatine Hill invest in?
At the end of its last fiscal year, Palatine Hill’s separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 12% exchange-traded equities, 6% other, 3% U.S. government and agency bonds and 3% state and local bonds. The 6% other category is described as: Unassigned.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Palatine Hill?
Palatine Hill’s direct owners are Charles Dabrowski (75% or more), Jeff Cheek (10% to 25%) and Thomas Lozser Revocable Trust Uad (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 June 2026
How does Palatine Hill get paid?
Palatine Hill is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Palatine Hill?
Palatine Hill’s main office is at 148 Pierce Street, Suite 200, Birmingham, MI 48009. Its phone number is 734-218-0085. Its website is palatinehillwealth.com.