Est. Revenue
$10.0M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$24.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PALM BEACH CAPITAL MANAGEMENT III, LLC
Economics
AUM trajectory
'20'26
$289.8M → $998.8M▲ +245%
Client mix
| Pooled Investment Vehicles | 14 |
Operations
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
5 advisors → 7 advisors▲ +40%
Primary office
WEST PALM BEACH FL
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation
Filings
Latest ADV filing
03/27/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
MCGRUDER, SHAUN, LANCER
Control Persons
MCGRUDER, SHAUN, LANCER
SCHMICKLE, MICHAEL, LEROY
Succession Risk Solo Owner
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.097
Wayback Last Material Change
2026-03-11T01:27:31.000Z
Wayback Snapshot Count
284
Wayback Snapshots Last 12mo
19
Wayback First Snapshot
2002-09-28T06:20:36.000Z
Wayback Last Snapshot
2026-03-11T01:27:31.000Z
Rdap Domain Creation Date
2001-02-01T19:35:08Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.264
Soi Zip Pct 200k Plus
0.1304
Soi Zip Returns 200k Plus
2070
Soi Zip Total AGI
5,776,178
Census Median Hh Income
55,238
Census High Income Households
1,402
Census Pop 65 66 Total
759
Census Total Households
14,332
Census NAICS 523930 Count
14
Fdic Zip Total Deposits
125,621,992,000
Fdic Zip Top Banks
Wells Fargo Bank, National Association
PNC Bank, National Association
Compliance & brand
Firm Registration Status
active
Nfa Member Status
unresolved
All other collected signals (33)
Everything else we've pulled for this record, not yet curated into a section.
Census Bachelors Plus Count
5,774
Census Median Home Value
354,900
Census NAICS 523930 Employees
0
Census Unemployed Count
1,409
Fdic Zip Branches Raw
NationsBank of Florida, N.A.West Palm Beach, FL
Barnett Bank of Palm Beach CountyWest Palm Beach, FL
Fdic Zip Top Bank Share Pct
29.41
Rdap Domain Expiration Date
2031-02-01T19:35:08Z
Rdap Domain Last Changed
2026-02-03T19:58:37Z
Rdap Nameservers
Ns19.worldnic.comNs20.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
79,677
Soi Zip Total Cap Gains
1,406,439
Soi Zip Total Dividends
536,027
Soi Zip Total Returns
15,870
Trust Company Affiliate
No
Wayback Avg Days Between Changes
85.6
Wayback Closest Snapshot Ts
2026-03-11T01:27:31.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260311012731/https://www.pbcap.com/
Wayback Distinct Digest Count
101
MCGRUDER, SHAUN, LANCER
Owner · Direct Owner · 37.5%
SCHMICKLE, MICHAEL, LEROY
Owner · Direct Owner · 37.5%
WARD, NATHAN, SHAWN
Owner · Direct Owner · 37.5%
HARPEL, JAMES, WILLIAM
Owner · Direct Owner · 17.5%
Felder, Christopher, Stephen
Executive Officer · 2.5%
