{
  "crd_number": 158200,
  "slug": "paradiem-llc-covington-la-158200",
  "primary_business_name": "PARADIEM, LLC",
  "legal_name": "PARADIEM, LLC",
  "dbas": [
    "PARADIEM INVEST"
  ],
  "city": "Covington",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "43640",
  "metro": {
    "cbsa_code": "43640",
    "common_name": "Slidell",
    "msa_name": "Slidell-Mandeville-Covington, LA",
    "path": "/advisors/la/slidell"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-07-31",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 483429554.0,
  "raum_discretionary": 476028982.0,
  "raum_non_discretionary": 7400572.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 14168944.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40499480.0,
      "count": 110
    },
    "high_net_worth_individuals": {
      "raum": 428749705.0,
      "count": 30
    },
    "corporations_other_businesses": {
      "raum": 11425.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "DE",
    "FL",
    "IN",
    "LA",
    "NC",
    "NH",
    "NV",
    "NY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://facebook.com/paradiemUS",
    "https://instagram.com/paradiem_iown",
    "https://intentionalownership.com",
    "https://linkedin.com/company/paradiem",
    "https://paradiem.org",
    "https://threads.net/@paradiem_iown",
    "https://x.com/IntentionalOWN"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/158200",
  "city_as_filed": "COVINGTON",
  "url": "https://advisorcensus.com/firm/paradiem-llc-covington-la-158200",
  "display_name": "Paradiem, LLC",
  "summary": "Paradiem, LLC is an SEC-registered investment advisory firm in Covington, LA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Paradiem, LLC (CRD 158200): 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)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Paradiem, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Paradiem, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Paradiem, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 11, 2026 states: Hourly rate: $500 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Paradiem, LLC located?",
      "a": "Paradiem, LLC's principal office is in Covington, LA, according to its Form ADV."
    },
    {
      "q": "Is Paradiem, LLC registered with the SEC or a state?",
      "a": "Paradiem, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 158200."
    },
    {
      "q": "How much does Paradiem, LLC manage?",
      "a": "Paradiem, LLC reports $483,429,554 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (98% discretionary)."
    },
    {
      "q": "How have Paradiem, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Paradiem, LLC: Regulatory assets under management: $306,633,378 in the October 2021 data and $483,429,554 in the October 2026 data, up 58%. Total employees: 9 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Paradiem, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (30)."
    },
    {
      "q": "Which custodians does Paradiem, LLC use?",
      "a": "Paradiem, LLC'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 Paradiem, LLC 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/158200"
    },
    {
      "q": "Does Paradiem, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 11, 2026 says: \"Paradiem generally does not impose a minimum account size for establishing an asset management relationship.\""
    },
    {
      "q": "What changed in Paradiem, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 306633378.0,
      "total_employees": 9,
      "filing_date": "2021-08-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 429770519.0,
      "total_employees": 11,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 337835101.0,
      "total_employees": 12,
      "filing_date": "2023-09-14"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 420418130.0,
      "total_employees": 13,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 466197031.0,
      "total_employees": 19,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 483429554.0,
      "total_employees": 14,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "No longer lists the business name Intentional Ownership.",
        "Employees performing advisory functions went from 5 to 6."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 5.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in DE."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Paradiem generally does not impose a minimum account size for establishing an asset management relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (financial planning and consulting services)"
        ],
        "quotes": [
          "In certain instances, Clients may be offered an hourly fee for financial planning and consulting services at a rate of up to $500 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Paradiem generally does not impose a minimum account size for establishing an asset management relationship.",
      "In certain instances, Clients may be offered an hourly fee for financial planning and consulting services at a rate of up to $500 per hour."
    ],
    "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/paradiem-llc-covington-la-158200.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 110,
      "fewer_than_5": false,
      "raum": 40499480.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 428749705.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 14168944.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 11425.0
    }
  ],
  "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/158200",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}