{"url":"https://nivawealth.com/firms/palatine-hill-305619","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/305619","regulatoryAum":295900373,"crd":"305619","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5581028","suffix":null,"lastName":"CHEEK","firstName":"JEFF","middleName":"ADRON"},{"crd":"5863785","suffix":null,"lastName":"DABROWSKI","firstName":"CHARLES","middleName":"EDWARD"},{"crd":"5810593","suffix":"JR","lastName":"MIDA","firstName":"RICHARD","middleName":"EDWARD"},{"crd":"7256577","suffix":null,"lastName":"Weymouth","firstName":"Paige","middleName":null}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-20","regulatoryAum":112759872,"clients":72,"employees":2,"offices":2},{"filedOn":"2022-05-27","regulatoryAum":148387044,"clients":89,"employees":3,"offices":2},{"filedOn":"2023-03-07","regulatoryAum":156358967,"clients":156,"employees":5,"offices":2},{"filedOn":"2024-02-23","regulatoryAum":189053881,"clients":200,"employees":5,"offices":2},{"filedOn":"2025-05-14","regulatoryAum":254441898,"clients":240,"employees":5,"offices":2},{"filedOn":"2026-06-24","regulatoryAum":295900373,"clients":288,"employees":5,"offices":2}],"secFileNumber":"801-117400","legalName":"Palatine 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$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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Palatine Hill offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Palatine Hill charge?","answer":"Palatine Hill charges up to 1.00% a year for its Investment management. The fee is billed in advance and is negotiable.","source":"2A BROCHURE, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Palatine Hill use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Palatine Hill have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Palatine Hill invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Palatine Hill?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Palatine Hill get paid?","answer":"Palatine Hill is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}