Stephen Thomas Palmer
Investment adviser representative at Pennsylvania Capital Management Inc.
21 yearsExperience
3 statesRegistered in
$848.6MFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Pennsylvania Capital Management, Inc.Nov 2005 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Pennsylvania Capital Management Inc.
$848.6MAssets managed
200Clients
5Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5104188
- Firm CRD
- 107648