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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Paladin Advisory Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Paladin Advisory Group charge?","answer":"Paladin Advisory Group charges up to 1.35% a year for its Investment Management Services. The fee is billed in advance.","source":"FORM ADV PART 2A & 2B 030526, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Paladin Advisory Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Paladin Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Paladin Advisory Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Paladin Advisory Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Paladin Advisory Group get paid?","answer":"Paladin Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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