# Palmetto Advisory

Palmetto Advisory is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://palmettoadvisory.com

## Regulatory record

- **CRD number:** 152286
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152286

## About

Palmetto Advisory is a state-registered investment adviser with offices in Charleston, SC. The firm employs 5 staff members and 4 investment advisers. It is headquartered in Charleston.

## Related profiles

- [Palo Seco Wealth Management](https://altss.com/profile/palo-seco-wealth-management)

---

Last updated: 2026-07-06T01:24:22.780Z

Canonical page: https://altss.com/profile/palmetto-advisory

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology