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 organized as an LLC and SEC-registered in 2017. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based fees, hourly charges, and fixed-fee engagements. Paradiem reports no formal ESG investing program and operates as a non-capital-allocating adviser that relies on third-party managers for alternative exposure. The firm was recognized by Citywire in its "50 Growers Across America" lists in both 2020 and 2021.
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 19Active vs passive
$177M in ETFs
100%
$176M
0%
$530K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $49.5M | 610,726 | 28.05% |
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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