PARADIGM INVESTMENT ADVISORY, LLC

RIASEC RegisteredEst. 2025

Total AUM

$425M

Discretionary

$425M

100% of AUM

Avg account

$659K

Accounts

645

Employees

Advisory reps

Firm details

Headquarters: BRIDGEWATER, New Jersey
CRD number: 334370
Registered since: January 10, 2025
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.1%
HNWI36.24%
Charitable Organizations7.66%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Paradigm Investment Advisory, LLC is an independent, limited liability RIA that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides discretionary portfolio management alongside financial planning, selection of other advisers and educational workshops. Its client mix and fee options — percentage of assets under management, hourly charges and fixed fees — indicate a flexible service model that can accommodate ongoing wealth-management relationships as well as project-based engagements. Investment activity is centered on public funds and mutual funds as the primary building blocks of client portfolios, with a meaningful allocation to third-party alternative managers, specifically hedge funds. Paradigm is not an active ESG investor according to the firm snapshot. The firm reports SEC registration in 2025 and is organized under individual ownership.