PALOMAR ADVISORS INC.

PALOMAR ADVISORS INC. is an SEC-registered investment adviser (CRD 285358). Regulatory assets under management: $101.3M.

Registration

• CRD: 285358
• SEC file number: 801-136031
• Type: Registered investment adviser
• Phone: 760-417-5709
• Latest filing: 2026-04-01
• Regulatory AUM: $101.3M
• Discretionary AUM: $101.3M
• Clients: 2
• Accounts: 13

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285358 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search