PARADIGM ADVISORS, LLC

Overview

Paradigm Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and serves both individual and family clients as well as institutional clients. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Paradigm Advisors charges a mix of percentage-of-AUM fees and flat or hourly fees, giving it flexibility to accommodate different client needs and engagement types. Investment activity is concentrated in public investment vehicles, with a clear preference for mutual funds and other public funds. The firm is not positioned as a capital allocator and does not list active ESG investing, pension consulting, or related-adviser arrangements as part of its practice. Its structure and service set suggest a boutique RIA focused on managed portfolios and planning for high‑net‑worth individuals and smaller institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices