{
  "crd_number": 288037,
  "slug": "paladin-capital-arden-hills-mn-288037",
  "primary_business_name": "PALADIN CAPITAL",
  "legal_name": "PALADIN CAPITAL, LLC",
  "dbas": [],
  "city": "Arden Hills",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-01",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-24",
  "carried_forward": false,
  "raum_total": 9953217.0,
  "raum_discretionary": 9953217.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 7855891.0,
      "count": 18
    },
    "high_net_worth_individuals": {
      "raum": 2097326.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MN",
    "WI"
  ],
  "websites": [
    "https://capitalpaladin.com",
    "https://capitalpaladincomra.com",
    "https://paladinfinancialtalk.com",
    "https://thefinancialhq.com/PALADINCAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288037",
  "city_as_filed": "ARDEN HILLS",
  "url": "https://advisorcensus.com/firm/paladin-capital-arden-hills-mn-288037",
  "display_name": "Paladin Capital",
  "summary": "Paladin Capital is an SEC-registered investment advisory firm in Arden Hills, MN, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 24, 2026.",
  "citation": "AdvisorCensus. Paladin Capital (CRD 288037): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Paladin Capital compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Paladin Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Paladin Capital charge?",
      "a": "Its Form ADV Part 2A brochure dated June 24, 2026 states: Hourly rate: $350 an hour (Financial Planning Services); Flat fee: $500 to $25,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Paladin Capital located?",
      "a": "Paladin Capital's principal office is in Arden Hills, MN, according to its Form ADV."
    },
    {
      "q": "Is Paladin Capital registered with the SEC or a state?",
      "a": "Paladin Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 288037."
    },
    {
      "q": "How much does Paladin Capital manage?",
      "a": "Paladin Capital reports $9,953,217 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Paladin Capital's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Paladin Capital: Regulatory assets under management: $0 in the October 2023 data and $9,953,217 in the October 2026 data. Total employees: 6 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Paladin Capital serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (1)."
    },
    {
      "q": "Which custodians does Paladin Capital use?",
      "a": "Paladin Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Paladin Capital report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288037"
    },
    {
      "q": "What changed in Paladin Capital's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Regulatory assets under management went from $6,939,636 to $9,953,217 (+43%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2023-09-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2975271.0,
      "total_employees": 3,
      "filing_date": "2024-04-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2261787.0,
      "total_employees": 5,
      "filing_date": "2025-02-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 9953217.0,
      "total_employees": 5,
      "filing_date": "2026-06-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $6,939,636 to $9,953,217 (+43%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $3,997,745 to $6,939,636 (+74%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $2,261,787 to $3,997,745 (+77%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (Financial Planning Services)",
      "Flat fee: $500 to $25,000 (Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on an hourly fee of $350 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $25,000 (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on a fixed fee between $500 and $25,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "Financial Planning Services are offered based on an hourly fee of $350 per hour.",
      "Financial Planning Services are offered based on a fixed fee between $500 and $25,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/paladin-capital-arden-hills-mn-288037.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 7855891.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2097326.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288037",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}