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Palm Beach Capital Corporation (Fort Smith)


Palm Beach Capital Corporation is a pension cosultant based in Fort Smith. It manages $317.36 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas and Oklahoma.




Palm Beach Capital Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and tax advise. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as pension plans.

Palm Beach Capital Corporation: assets under management

The assets under management (AUM) of Palm Beach Capital Corporation is $317.36 million. The firm's AUM has grown by 195027% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $57.15 million in discretionary accounts and $260.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $496.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $11.83 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Palm Beach Capital Corporation for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Smith

The principal office where Palm Beach Capital Corporation performs its advisory services is located at 2010 Dodson Avenue, Fort Smith, AR 72901 The mailing address of the firm is P. O. Box 11851, Fort Smith, AR 72917. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 479-785-4630 or by fax 479-785-4631. The normal business hours are 9:00 to 5:00 on Monday - Friday.


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