Palo Capital, Inc.

Palo Capital, Inc. (CRD# 136478) is a financial advisory firm headquartered in Newport Beach, CA. They manage $175,204,632 in 337 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $519,895
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Palo Capital, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kevin P. Barlow
CRD#: 5487051
888 San Clemente Drive, Suite 150, Newport Beach, CA 92660
96
Wealthminder
score

Kevin Barlow (CRD# 5487051) is an Investment Advisor Representative working at Palo Capital, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.

2
Michael J. Cannivet
CRD#: 5125159
888 San Clemente Drive, Suite 150, Newport Beach, CA 92660
96
Wealthminder
score

Michael Cannivet (CRD# 5125159) is an Investment Advisor Representative working at Palo Capital, Inc. in Newport Beach, CA and has over 10 years of experience in the finance industry.

3
Nella A. Webster
CRD#: 1894552
888 San Clemente Drive, Suite 150, Newport Beach, CA 92660
96
Wealthminder
score

Nella Webster (CRD# 1894552) is an Investment Advisor Representative working at Palo Capital, Inc. in Newport Beach, CA and has over 21 years of experience in the finance industry. Nella Webster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kevin F. O'grady
CRD#: 5013458
888 San Clemente Drive, Suite 150, Newport Beach, CA 92660
93
Wealthminder
score

Kevin O'grady (CRD# 5013458) is an Investment Advisor Representative working at Palo Capital, Inc. in Newport Beach, CA and has over 12 years of experience in the finance industry.

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