# Paladin Partners

> Paladin Partners is an SEC-registered investment advisory firm in Hartland, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.

- CRD: 132024
- Filed as: PALADIN PARTNERS
- Legal name: Paladin Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hartland, WI
- Filing period: October 2026
- Form ADV filing dated: August 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132024
- AdvisorCensus page: https://advisorcensus.com/firm/paladin-partners-hartland-wi-132024

## Quick answers

**How is Paladin Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Paladin Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Paladin Partners located?**
Paladin Partners' principal office is in Hartland, WI, according to its Form ADV.

**Is Paladin Partners registered with the SEC or a state?**
Paladin Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 132024.

**How much does Paladin Partners manage?**
Paladin Partners reports $198,517,308 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary).

**What types of clients does Paladin Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (13).

**Which custodians does Paladin Partners use?**
Paladin Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Paladin Partners 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/132024

**Does Paladin Partners state an account minimum?**
Its Form ADV Part 2A brochure dated August 12, 2026 says: "Paladin does not require a minimum account size, or minimum fee as a condition to providing its services."

**What changed in Paladin Partners' recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in NH, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 12, 2026)

- Account minimum: None

> Paladin does not require a minimum account size, or minimum fee as a condition to providing its services.

- Minimum annual fee: None

> Paladin does not require a minimum account size, or minimum fee as a condition to providing its services.

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.
- RBC Capital Markets, LLC

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: $198,517,308
- Discretionary: $198,517,308
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $196,846,794 |
| High net worth individuals | 32 | $1,670,514 |

### 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: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paladinpartners.biz
- Facebook @PALADIN-PARTNERS-LLC-136012053144516

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in NH, TX.

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paladin Partners (CRD 132024): Form ADV filing data as of October 2026.