# Paladin Capital

> 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.

- CRD: 288037
- Filed as: PALADIN CAPITAL
- Legal name: Paladin Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Arden Hills, MN
- Filing period: October 2026
- Form ADV filing dated: June 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288037
- AdvisorCensus page: https://advisorcensus.com/firm/paladin-capital-arden-hills-mn-288037

## Quick answers

**How is Paladin Capital compensated?**
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.

**How much does Paladin Capital charge?**
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.

**Where is Paladin Capital located?**
Paladin Capital's principal office is in Arden Hills, MN, according to its Form ADV.

**Is Paladin Capital registered with the SEC or a state?**
Paladin Capital is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 288037.

**How much does Paladin Capital manage?**
Paladin Capital reports $9,953,217 in regulatory assets under management in its Form ADV filing dated June 24, 2026 (100% discretionary).

**How have Paladin Capital's assets and staff changed since 2023?**
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.

**What types of clients does Paladin Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (1).

**Which custodians does Paladin Capital use?**
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.

**Does Paladin Capital report any disciplinary disclosures?**
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

**What changed in Paladin Capital's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $6,939,636 to $9,953,217 (+43%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated June 24, 2026)

- Hourly rate: $350 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $350 per hour.

- Flat fee: $500 to $25,000 (Financial Planning Services)

> Financial Planning Services are offered based on a fixed fee between $500 and $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $9,953,217
- Discretionary: $9,953,217
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $7,855,891 |
| High net worth individuals | 1 | $2,097,326 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalpaladin.com
- capitalpaladincomra.com
- paladinfinancialtalk.com
- thefinancialhq.com/PALADINCAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 6 | September 26, 2023 |
| October 2024 | $2,975,271 | 3 | April 12, 2024 |
| October 2025 | $2,261,787 | 5 | February 7, 2025 |
| October 2026 | $9,953,217 | 5 | June 24, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $6,939,636 to $9,953,217 (+43%).

### April 2026
- Regulatory assets under management went from $3,997,745 to $6,939,636 (+74%).

### December 2025
- Regulatory assets under management went from $2,261,787 to $3,997,745 (+77%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paladin Capital (CRD 288037): Form ADV filing data as of October 2026.