Paradiem provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Paradiem reports 140 clients. They include 110 individual clients and 30 high-net-worth individuals. Of its assets, 98.5% ($476M across 275 accounts) are managed with discretion; $7.4M across 50 accounts are not. A wrap fee program the firm both sponsors and manages holds $476M. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 8% |
| High-net-worth individuals | 21% | 89% |
| Charitable organizations | Fewer than 5 | 3% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 110 | $40.5M | 8.4% | $368K |
| High-net-worth individuals | 30 | $429M | 88.7% | $14.3M |
| Charitable organizations | Fewer than 5 | $14.2M | 2.9% | — |
| Corporations and other businesses | Fewer than 5 | $11.4K | 0.0% | — |
| Total | 140 | $483M | 100% | — |
- Clients
- 110
- Regulatory AUM
- $40.5M
- AUM share
- 8.4%
- Avg. per client
- $368K
- Clients
- 30
- Regulatory AUM
- $429M
- AUM share
- 88.7%
- Avg. per client
- $14.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $14.2M
- AUM share
- 2.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $11.4K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 140
- Regulatory AUM
- $483M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Paradiem charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Hourly Financial Planning and Consulting
- Certain clients may be offered hourly financial planning and consulting at up to $500 per hour.
- Personal Financial Planning and Consulting
- Family Capital Gap Analysis is 5 basis points of net worth, one time (minimum $500, maximum $6,500). Family Capital Blueprint is 20 basis points of net worth billed monthly in year one ($78,000 a year), then 10 basis points in year two ($54,000 a year).
Paradiem Holding Company LLC owns 75% or more of Paradiem and is in turn owned by Eric Dunavant (75% or more). Milton Brown is CEO; the leadership team includes President Eric Dunavant and Chief Compliance Officer Ray Fenger. It has 14 employees, 6 of them in advisory roles.
Staff
- 14 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Paradiem, LLC
Paradiem Holding Company LLC
Control person · since January 2022
- Owns 75% or more of Paradiem Holding Company LLC
Eric Dunavant
Control person · since January 2022
Paradiem’s regulatory assets grew 1.6× from $307M (June 2021) to $483M (September 2026); clients fell from 153 to 140 and employees rose from 9 to 14.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $483M | 140 | 14 | 3 |
| Jul 2025July 2025 | $466M | 135 | 19 | 4 |
| Mar 2024March 2024 | $420M | 203 | 13 | 3 |
| Jul 2023July 2023 | $338M | 180 | 12 | 3 |
| Jun 2022June 2022 | $430M | 141 | 11 | 3 |
| Jun 2021June 2021 | $307M | 153 | 9 | 3 |
Besides its headquarters, Paradiem has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Louisiana · 1 listed address
- 510 N Jefferson Ave, CovingtonHQ
Other business names
Paradiem has reported 1 other business name to the SEC.
- Paradiem Invest
Contact and registration details
- Legal name
- Paradiem, LLC
- Headquarters
- 510 N Jefferson Ave, Covington, LA 70433-2640
- Website
- paradiem.org
- Phone
- 985-727-0770
- @paradiem
- SEC file
- 801-110924
- Founded
- 2011
- Structure
- Louisiana LLC
- Fiscal year end
- December
Paradiem’s named custodian for separately managed accounts is Charles Schwab ($476M). Paradiem has custody of $921K for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $476M100%
At year end, Paradiem’s separately managed accounts were mostly in stocks (70%) and funds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $464M across 68 positions; the largest are First TR Exchange Traded FD (10.7%), Steel Dynamics Inc. (5.1%) and Valero Energy Corp. (4.5%).
What the accounts hold
- Stocks70%
- Exchange-traded equities69%
- Non-exchange-traded equities1%
- Funds17%
- Registered funds16%
- Pooled vehicles1%
- Bonds1%
- Cash7%
- Other5%
- Fixed income5%
How many clients does Paradiem have?
Paradiem has 140 clients and manages $483 million for them, as of September 2026. They include 110 individual clients and 30 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Paradiem offer?
Paradiem provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
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 Paradiem charge?
Paradiem charges 0.50%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: PARADIEM DISCLOSURE BROCHURE AND SUPPLEMENTS, filed 15 September 2026
Which custodians does Paradiem use?
Paradiem’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $476M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Paradiem have?
Paradiem has 6 investment adviser representatives registered with state securities authorities, out of 14 employees, and 6 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 Paradiem invest in?
At the end of its last fiscal year, Paradiem’s separately managed accounts held 69% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 5% other, 1% non-exchange-traded equities, 1% state and local bonds and 1% pooled vehicles (private funds and similar). The 5% other category is described as: Fixed Income.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Paradiem?
Paradiem is owned through a holding company by Eric Dunavant. Its direct owner is Paradiem Holding Company LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Paradiem get paid?
Paradiem 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 Paradiem?
Paradiem’s main office is at 510 N Jefferson Ave, Covington, LA 70433-2640. Its phone number is 985-727-0770. Its website is paradiem.org.
