PALADIN CAPITAL

RIASEC RegisteredEst. 2023

Total AUM

$10M

Discretionary

$10M

100% of AUM

Avg account

$191K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ARDEN HILLS, Minnesota
CRD number: 288037
Registered since: September 1, 2023
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals78.93%
HNWI21.07%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Paladin Capital is an independent, limited-liability registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm positions itself as a capital allocator for individuals and families and lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its advisory activities. Its fee arrangements are flexible and include a percentage of assets under management, hourly billing, fixed fees and other fee types. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. Paladin Capital reports a related adviser relationship and maintains affiliations with another investment adviser and an insurance company.