Paladin Investment Advisors
Firm details
- Headquarters
- Cabot, Arkansas
- CRD number
- 315305
- Website
- www.paladincapgroup.com
- 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
FINTRXOverview
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
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 Equities74%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds1%
Contacts
3 of 4Marshall Butler
OwnerCRD 6753099

Kenneth Kincade
Managing PartnerCRD 5965956

Seth Haile
CRD 7490907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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