Unclaimed Profile

Frank Kohlhaas Martin

PALM VALLEY CAPITAL MANAGEMENT LLC·JACKSONVILLE BEACH, Florida

Clean record25 years registeredPALM VALLEY CAPITAL MANAGEMENT LLC

422 JACKSONVILLE DRIVE, JACKSONVILLE BEACH, FL 32250CRD# 321186Firm CRD# 299896

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Kohlhaas Martin · JACKSONVILLE BEACH, FL

Registration

CRD #321186 · PALM VALLEY CAPITAL MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PALM VALLEY CAPITAL MANAGEMENT LLC

MARTIN CAPITAL MANAGEMENT, LLC

Mar 2014 – Aug 2024

ELKHART, IN

MARTIN CAPITAL MANAGEMENT, LLP

Jan 2001 – Aug 2011

ELKHART, IN

Registrations & Exams

Registration record

First registered · January 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALM VALLEY CAPITAL MANAGEMENT LLC

CRD 299896 · SEC 801-114514

AUM

$281M

Regulatory assets under management

Employees

9 client accounts

Services offered by PALM VALLEY CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at PALM VALLEY CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Frank Kohlhaas Martin offer?

Frank Kohlhaas Martin specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Frank Kohlhaas Martin's credentials?

Frank Kohlhaas Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Kohlhaas Martin located?

Frank Kohlhaas Martin is based in JACKSONVILLE BEACH, Florida, last registered with PALM VALLEY CAPITAL MANAGEMENT LLC.

How does Frank Kohlhaas Martin charge for services?

Frank Kohlhaas Martin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PALM VALLEY CAPITAL MANAGEMENT LLC?

PALM VALLEY CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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