Aam Palm Beach Capital Group, Inc. (Palm Beach)


Aam Palm Beach Capital Group, Inc. is a large advisory firm based in Palm Beach. It manages $400 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

Aam Palm Beach Capital Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aam Palm Beach Capital Group: assets under management

The assets under management (AUM) of Aam Palm Beach Capital Group, Inc. is $400 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $310 million in discretionary accounts and $90 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.58 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.91 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aam Palm Beach Capital Group, Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aam Palm Beach Capital Group, Inc.

Barry George Hoyt has been acting as President since 1 Jan 2002. James Bradford Greer joined the executive team most recently as the Vice Chairman,Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Asset Allocation & Management Company Owner 1 Oct 2000 75% - 100% 109875
Llc Asset Allocation & Management Company Majority owner 1 Jan 2002 50% - 75% 109875
Barry George Hoyt Chairman 1 Jan 2002 Other 4356803
Doc Jones Thurston Director 1 Jan 2002 Other 4497643
J Greer President,ceo,director 1 Jan 2002 Other 2647592
Andrew Michael Jarmel Director 1 Jan 2002 Other 4356790
Gordon Lewis Brekus Director 1 Jan 2002 Other 4579399
Randall Keach Zeller Director 1 Apr 2002 Other 829504
Craig Synder Director 1 Jun 2003 Other 4743748
Raymond C. Obrien Shareholder 1 Jul 2003 Other 4760018
Thomas C. Ferguson Vice chairman 1 Jul 2003 Other 4760020
James Bradford Greer Vice chairman,director 1 Sep 2003 Other 2647592
Gary Allen Daugherty Executive vp & compliance officer 1 Sep 2003 Other 4760021

Based in Palm Beach

The principal office where Aam Palm Beach Capital Group, Inc. performs its advisory services is located at 218 Royal Palm Way, Palm Beach, FL 33480, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-659-5889 or by fax 561-659-1191. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.aamcompany.com.

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