Paladin Advisory Group provides financial planning, portfolio management for individuals and small businesses, insurance, and retirement plan services. Financial planning was provided to 1–10 clients last fiscal year.
Paladin Advisory Group reports 102 clients. They include 59 high-net-worth individuals and 43 individual clients. Of its assets, 100.0% ($280M across 298 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 9% |
| High-net-worth individuals | 58% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 43 | $26.3M | 9.4% | $612K |
| High-net-worth individuals | 59 | $253M | 90.6% | $4.3M |
| Total | 102 | $280M | 100% | $2.74M |
- Clients
- 43
- Regulatory AUM
- $26.3M
- AUM share
- 9.4%
- Avg. per client
- $612K
- Clients
- 59
- Regulatory AUM
- $253M
- AUM share
- 90.6%
- Avg. per client
- $4.3M
Total
- Clients
- 102
- Regulatory AUM
- $280M
- AUM share
- 100%
- Avg. per client
- $2.74M
- 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
- 1–10
Paladin Advisory Group charges up to 1.35% a year for its Investment Management Services. The fee is billed in advance. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee from $500 to $25,000 or an hourly fee of up to $300 per hour, negotiable; consulting for high-net-worth clients is separately negotiated.
- Retirement Plan Consulting
- Retirement plan consulting is a flat fee generally from $750 to $10,000, an hourly rate of $150, or an asset-based fee that will not exceed 1.50%.
Bradley Clark owns 50% to 75% of Paladin Advisory Group. It has 3 employees.
Leadership
- Adam BormannManaging Member
- Bradley ClarkManaging Member, CIO, CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Adam Charles Bormann
- Bradley William Clark
- Tyler Kennedy Kromkowski
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Paladin Advisory Group, LLC
Bradley Clark
Control person · since September 2016
- Owns 25% to 50% of Paladin Advisory Group, LLC
Adam Bormann
Control person · since January 2020
Paladin Advisory Group’s regulatory assets grew 1.6× from $178M (February 2021) to $280M (March 2026); clients rose from 84 to 102 and employees fell from 5 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $280M | 102 | 3 | 1 |
| Mar 2025March 2025 | $214M | 94 | 4 | 1 |
| Mar 2024March 2024 | $187M | 90 | 5 | 1 |
| Mar 2023March 2023 | $173M | 93 | 5 | 1 |
| May 2022May 2022 | $207M | 93 | 5 | 1 |
| Feb 2021February 2021 | $178M | 84 | 5 | 1 |
Besides its headquarters, Paladin Advisory Group has 0 offices, with 1 listed address in 1 state.
Iowa · 1 listed address
- 13375 University Avenue, Suite 300, CliveHQ
Contact and registration details
- Legal name
- Paladin Advisory Group, LLC
- Headquarters
- 13375 University Avenue, Suite 300, Clive, IA 50325
- Website
- paladinwp.com
- Phone
- 515-348-6080
- SEC file
- 801-112430
- Founded
- 2016
- Structure
- Iowa LLC
- Fiscal year end
- December
Paladin Advisory Group’s named custodian for separately managed accounts is Charles Schwab ($278M). Paladin Advisory Group has custody of $155M for 63 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $278M100%
At year end, Paladin Advisory Group’s separately managed accounts were mostly in funds (85%) and stocks (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $151M across 243 positions; the largest are iShares TR (6.9%), American Centy ETF TR (5.2%) and iShares TR (4.0%).
What the accounts hold
- Stocks10%
- Funds85%
- Bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $151M
- Reported 13F value
- 243
- Positions
- 39.4%
- In the 10 largest
- +14.5%
- Value vs. prior quarter
- iShares TR · Rus 1000 Grw ETF6.9%
- American Centy ETF TR · International LR5.2%
- iShares TR · Rus 1000 Val ETF4.0%
- American Centy ETF TR · US Large Cap Vlu3.7%
- J P Morgan Exchange Traded F · Ultra Shrt ETF3.7%
- iShares TR · Core S&P500 ETF3.5%
- Invesco Qqq TR · Unit Ser 13.3%
- Apple Inc.3.1%
- Invesco Exch Traded FD TR II · S&P Intl Momnt3.1%
- Global X Fds · US Infr Dev ETF2.8%
Together, the ten largest are 39.4% of reported value.
How many clients does Paladin Advisory Group have?
Paladin Advisory Group has 102 clients and manages $280 million for them, as of March 2026. They include 59 high-net-worth individuals and 43 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Paladin Advisory Group offer?
Paladin Advisory Group provides financial planning, portfolio management for individuals and small businesses, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Paladin Advisory Group charge?
Paladin Advisory Group charges up to 1.35% a year for its Investment Management Services. The fee is billed in advance.
Which custodians does Paladin Advisory Group use?
Paladin Advisory Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $278M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Paladin Advisory Group have?
Paladin Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Paladin Advisory Group invest in?
At the end of its last fiscal year, Paladin Advisory Group’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 2% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Paladin Advisory Group?
Paladin Advisory Group’s direct owners are Bradley Clark (50% to 75%) and Adam Bormann (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Paladin Advisory Group get paid?
Paladin Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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 Paladin Advisory Group?
Paladin Advisory Group’s main office is at 13375 University Avenue, Suite 300, Clive, IA 50325. Its phone number is 515-348-6080. Its website is paladinwp.com.