Paradiem, LLC
Firm details
- Headquarters
- Covington, Louisiana
- CRD number
- 158200
- Registered since
- July 31, 2017
- Website
- paradiem.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.69%
- Individuals8.38%
- Charitable Organizations2.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Paradiem, LLC is an independent Registered Investment Adviser formed as an LLC and registered with the SEC in 2017. The firm focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its billing is flexible—percentage-of-AUM fees are supplemented by hourly and fixed-fee arrangements. Paradiem does not operate as a capital allocator and the firm is not identified as an active ESG investor. The firm earned placement on Citywire’s "50 Growers Across America" lists in both 2020 and 2021, reflecting growth recognition during that period. Advisory activities on the ADV emphasize comprehensive planning and direct portfolio management rather than fund sponsorship or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents7%
- Other5%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Ray Fenger
Chief Compliance Officer & Director of OperationsCRD 6793275
Contacts
3 of 7
Eric Dunavant
Founder & PresidentCRD 3255295
Caleb Kelso
Financial Planning AdvisorCRD 8076928
Danielle Wauchope
Vice PresidentCRD 6362274
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$134M in ETFs
100%
$133M
0%
$535K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $56.3M | 1,833,707 | 42.04% |
Location
Covington, LA
Saint Tammany
Location
Covington, LA
Headquartered in Covington, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 510 N Jefferson Ave
- Time zone
- CT (UTC-6)
- Office locations
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