Daniel Keith Bellchamber
Investment adviser representative at Palmer Square Capital Management LLC
16 yearsExperience
2 statesRegistered in
$25.6BFirm assets
15 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Palmer Square Capital Management, LLCFeb 2025 to now
- Foreside Fund Services, LLCFeb 2025 to now
- Country Club BankMay 2023 to Feb 2025
- Creative Planning, LLCMay 2021 to May 2023
- Ivy Distributors, IncDec 2014 to Apr 2021
- Waddell & Reed IncJun 2010 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (DE, KS).
Palmer Square Capital Management LLC
$25.6BAssets managed
159Clients
3Advisers
15 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
- 5804097
- Firm CRD
- 155697