Aviator Financial Consulting provides portfolio management for individuals and small businesses.
Aviator Financial Consulting reports 160 clients. They include 95 individual clients and 65 high-net-worth individuals. Of its assets, 100.0% ($144M across 160 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 23% |
| High-net-worth individuals | 41% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 95 | $33.4M | 23.1% | $351K |
| High-net-worth individuals | 65 | $111M | 76.9% | $1.7M |
| Total | 160 | $144M | 100% | $901K |
- Clients
- 95
- Regulatory AUM
- $33.4M
- AUM share
- 23.1%
- Avg. per client
- $351K
- Clients
- 65
- Regulatory AUM
- $111M
- AUM share
- 76.9%
- Avg. per client
- $1.7M
Total
- Clients
- 160
- Regulatory AUM
- $144M
- AUM share
- 100%
- Avg. per client
- $901K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Aviator Financial Consulting charges 0.75%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M and above | 0.75% |
Fee details and sources
William Paladino owns 75% or more of Aviator Financial Consulting. The leadership team of Aviator Financial Consulting includes Chief Compliance Officer Suzanne Hammer. It has 4 employees, 2 of them in advisory roles.
Leadership
- Suzanne HammerChief Compliance Officer
- William PaladinoManaging Member
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Aviator Financial Consulting LLC
William Paladino
Control person · since July 2018
Aviator Financial Consulting’s regulatory assets grew from $124M (July 2021) to $144M (March 2026); clients rose from 142 to 160 and employees from 1 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $144M | 160 | 4 | 1 |
| March 2025 | $165M | 166 | 4 | 1 |
| March 2024 | $129M | 172 | 3 | 1 |
| March 2023 | $97M | 167 | 3 | 1 |
| May 2022 | $135M | 154 | 1 | 1 |
| July 2021 | $124M | 142 | 1 | 1 |
Besides its headquarters, Aviator Financial Consulting has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 700 McCaleb Road, Suite L, MontgomeryHQ
Contact and registration details
- Legal name
- Aviator Financial Consulting LLC
- Headquarters
- 700 McCaleb Road, Suite L, Montgomery, TX 77316
- Website
- paladinowealth.com
- Phone
- 936-444-2583
- SEC file
- 801-118369
- Structure
- Texas LLC
- Fiscal year end
- December
Aviator Financial Consulting uses Charles Schwab ($165M) as custodian for its separately managed accounts. Aviator Financial Consulting does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $165M100%
At year end, Aviator Financial Consulting’s separately managed accounts were mostly in stocks (57%) and funds (21%).
What the accounts hold
- Stocks57%
- Funds21%
- Cash21%
- Other1%
- Derivatives1%
How many clients does Aviator Financial Consulting have?
Aviator Financial Consulting has 160 clients and manages $144 million for them, as of March 2026. They include 95 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Aviator Financial Consulting offer?
Aviator Financial Consulting provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aviator Financial Consulting charge?
Aviator Financial Consulting charges 0.75%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: PALADINO WEALTH - FORM ADV PART 2A, filed 10 March 2026
Which custodians does Aviator Financial Consulting use?
Aviator Financial Consulting’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $165M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Aviator Financial Consulting have?
Aviator Financial Consulting has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aviator Financial Consulting invest in?
At the end of its last fiscal year, Aviator Financial Consulting’s separately managed accounts held 57% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 21% cash and equivalents and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aviator Financial Consulting?
Aviator Financial Consulting’s direct owner is William Paladino (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Aviator Financial Consulting get paid?
Aviator Financial Consulting is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aviator Financial Consulting?
Aviator Financial Consulting’s main office is at 700 McCaleb Road, Suite L, Montgomery, TX 77316. Its phone number is 936-444-2583. Its website is paladinowealth.com.