Paradigm Capital Management
Firm details
- Headquarters
- Reno, Nevada
- CRD number
- 120805
- Registered since
- March 2, 2020
- Website
- www.paradigmcm.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.16%
- Individuals11.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Paradigm Capital Management is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm is owned by an individual and focuses on fee-based portfolio management for individual and family clients (and small businesses) using a percentage-of-AUM billing model. It does not position itself as a capital allocator or a multi-state adviser, and its public disclosures indicate it is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities37%
- US Government Bonds15%
Contacts
1 of 1
John Nunn
Vice PresidentCRD 6326016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$54.6M in ETFs
29%
$16M
28%
$38.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $13.7M | 57,871 | 25.08% |
Location
Reno, NV
Washoe
Location
Reno, NV
Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Washoe
- Address
- 6170 Ridgeview Ct
- Time zone
- PT (UTC-8)
- Office locations
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