Palm Valley Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Palm Valley Capital Management reports 1 client. They include 1 investment company. Of its assets, 100.0% ($282M across 11 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 0% | 8% |
| Investment companies | 100% | 79% |
| Charitable organizations | 0% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $23.5M | 8.3% | — |
| Investment companies | 1 | $223M | 79.1% | $223M |
| Charitable organizations | Fewer than 5 | $35.4M | 12.6% | — |
| Total | 1 | $282M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $23.5M
- AUM share
- 8.3%
- Avg. per client
- —
- Clients
- 1
- Regulatory AUM
- $223M
- AUM share
- 79.1%
- Avg. per client
- $223M
- Clients
- Fewer than 5
- Regulatory AUM
- $35.4M
- AUM share
- 12.6%
- Avg. per client
- —
Total
- Clients
- 1
- Regulatory AUM
- $282M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Palm Valley Capital Management is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Jayme Wiggins owns 25% to 50% of Palm Valley Capital Management. Eric Cinnamond is CEO; the leadership team includes Chief Compliance Officer Jayme Wiggins. It has 2 employees.
Leadership
- Eric CinnamondManaging Member and Co-Chief Executive Officer
- Jayme WigginsManaging Member, Co-Chief Executive Officer and Chief Compliance Officer
- Frank MartinMember
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Eric Kent Cinnamond
- Jayme Clark Wiggins
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 25% to 50% of Palm Valley Capital Management LLC
Jayme Wiggins
Control person · since October 2018
- Owns 25% to 50% of Palm Valley Capital Management LLC
Eric Cinnamond
Control person · since October 2018
- Owns 25% to 50% of Palm Valley Capital Management LLC
Frank Martin
Control person · since October 2018
Palm Valley Capital Management’s regulatory assets grew 7.1× from $39.9M (March 2021) to $282M (January 2026); clients were 1 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $282M | 1 | 2 | 3 |
| Jan 2025January 2025 | $336M | 6 | 2 | 3 |
| Jul 2024July 2024 | $281M | 1 | 2 | 3 |
| Mar 2023March 2023 | $220M | 1 | 2 | 3 |
| Jan 2022January 2022 | $95.4M | 1 | 2 | 1 |
| Mar 2021March 2021 | $39.9M | 1 | 2 | 1 |
Besides its headquarters, Palm Valley Capital Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Florida · 1 listed address
- 422 Jacksonville Drive, Jacksonville BeachHQ
Contact and registration details
- Legal name
- Palm Valley Capital Management LLC
- Headquarters
- 422 Jacksonville Drive, Jacksonville Beach, FL 32250
- Website
- palmvalleycapital.com
- Phone
- 904-747-2345
- SEC file
- 801-114514
- Structure
- Florida LLC
- Fiscal year end
- December
Palm Valley Capital Management’s named custodian for separately managed accounts is U.S. Bank ($59M). Palm Valley Capital Management does not have custody of client assets.
- U.S. BankU.S. Bank · Cincinnati, OH · $59M100%
At year end, Palm Valley Capital Management’s separately managed accounts were mostly in cash (77%) and stocks (23%).
What the accounts hold
- Stocks23%
- Exchange-traded equities22%
- Non-exchange-traded equities1%
- Cash77%
How many clients does Palm Valley Capital Management have?
Palm Valley Capital Management has 1 client and manages $282 million for them, as of January 2026. They include 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 January 2026
What services does Palm Valley Capital Management offer?
Palm Valley Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Palm Valley Capital Management use?
Palm Valley Capital Management’s separately managed account assets are held at U.S. Bank (Cincinnati, OH), with $59M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 January 2026
How many financial advisors does Palm Valley Capital Management have?
Palm Valley Capital Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Palm Valley Capital Management invest in?
At the end of its last fiscal year, Palm Valley Capital Management’s separately managed accounts held 77% cash and equivalents, 22% exchange-traded equities and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Palm Valley Capital Management?
Palm Valley Capital Management’s direct owners are Jayme Wiggins, Eric Cinnamond and Frank Martin, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 13 January 2026
How does Palm Valley Capital Management get paid?
Palm Valley Capital Management is paid through a percentage of assets under management. 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 Palm Valley Capital Management?
Palm Valley Capital Management’s main office is at 422 Jacksonville Drive, Jacksonville Beach, FL 32250. Its phone number is 904-747-2345. Its website is palmvalleycapital.com.