Paradigm Advisors, LLC

RIASEC RegisteredEst. 2025

Total AUM

$136M

Discretionary

$136M

100% of AUM

Avg account

$366K

Accounts

372

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 114515
Registered since: March 24, 2025
Website: paradigmadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.58%
Individuals9.1%
Corporations / Businesses4.31%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paradigm Advisors, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. Ownership is held by an individual. The firm serves both individual & family clients and institutional clients and bills using a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Core service offerings emphasize financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not identify as an active ESG investor, is not a capital allocator, and does not present itself as a multi-state or pension-consulting adviser.