Duval Capital Advisors, LLC is a large advisory firm based in West Palm Beach. It manages $60 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2009.
Duval Capital Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Duval Capital Advisors, LLC is $60 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Duval Capital Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Duval Capital Advisors, LLC performs its advisory services is located at 777 South Flagler Drive, West Palm Beach, FL 33401, 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 561-615-6035 EXT 1050 or by fax 561-615-6135. The normal business hours are 9 1m to 4 pm on Monday - Friday.