Palm Valley Capital Management Llc
- Regulatory AUM
- $282M
- Discretionary
- $282M
- Clients
- 1
- Avg AUM / client
- $282M
- Accounts
- 11
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 0 | $23.5M | 8.35% |
| Investment companies | 1 | $223M | 79.1% |
| Charitable organizations | 0 | $35.4M | 12.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin, Frank, Kohlhaas | Managing Member, Ceo, Chief Investment Officer And Chief Compliance Officer | Jan 2012 (15y) | ≈ 18.75% – 50% via Martin Capital Management, Llc | |
| Eric Kent Cinnamond | Managing Member And Co Chief Executive Officer | CFA | Oct 2018 (8y) | 25% – 50% |
| Jayme Clark Wiggins | Managing Member, Co Chief Executive Officer And Chief Compliance Officer | CFA | Oct 2018 (8y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Martin Capital Management, Llc | Member | Oct 2018 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Martin, Frank, Kohlhaas: 75% – 100% of Martin Capital Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/13/2026 | 937 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- U.S. Bank $59.0M (21% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 13, 2026.
View current Form ADV (SEC/IAPD) ↗