Paradigm Investment Advisory, LLC

RIASEC Registered

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
Website: paradigm-partners.com
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, owner-operated registered investment adviser that registered with the SEC in 2025. The firm serves both individual and family clients and institutional mandates, offering a mix of advice and implementation: financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Paradigm describes itself as a capital allocator and appears to combine direct portfolio management with outsourcing to third‑party managers. Its fee menu includes percentage-of-AUM billing plus hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor.