Paladin Investment Advisors

RIASEC Registered
Total AUM
$47.2M
Discretionary
$47.2M
100% of AUM
Avg account
$113K
Accounts
416
Employees
4
Advisory reps
4

Firm details

Headquarters
Cabot, Arkansas
CRD number
315305
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals94.15%
  • Charitable Organizations4.88%
  • Corporations / Businesses0.97%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Paladin Investment Advisors is an independent registered investment adviser organized as a corporation and owned by an individual. The firm manages portfolios for individuals, families and small businesses and also lists institutional clients among its clientele. Its primary advisory focus is discretionary portfolio management, with fees charged as a percentage of assets under management. Paladin does not identify as an active ESG investor, is not a multi‑state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Public Funds/Mutual Funds 17%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 1%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds17%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds1%

Contacts

3 of 4
  • Marshall Butler

    OwnerCRD 6753099

  • Kenneth Kincade

    Kenneth Kincade

    Managing PartnerCRD 5965956

  • Seth Haile

    Seth Haile

    CRD 7490907

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Cabot, AR

Lonoke

Location

Cabot, AR

Headquartered in Cabot, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.

Metro area
Little Rock-North Little Rock, AR
Region
South
County
Lonoke
Address
909 S Pine St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth