# Paradiem, LLC

> 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.

- CRD: 158200
- Filed as: PARADIEM, LLC
- Also doing business as: PARADIEM INVEST
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Covington, LA
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158200
- AdvisorCensus page: https://advisorcensus.com/firm/paradiem-llc-covington-la-158200

## Quick answers

**How is Paradiem, LLC compensated?**
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).

**Where is Paradiem, LLC located?**
Paradiem, LLC's principal office is in Covington, LA, according to its Form ADV.

**Is Paradiem, LLC registered with the SEC or a state?**
Paradiem, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 158200.

**How much does Paradiem, LLC manage?**
Paradiem, LLC reports $483,429,554 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (98% discretionary).

**How have Paradiem, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Paradiem, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (30).

**Which custodians does Paradiem, LLC use?**
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.

**Does Paradiem, LLC 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/158200

**Does Paradiem, LLC state an account minimum?**
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."

**What changed in Paradiem, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 June 11, 2026)

- Account minimum: None

> Paradiem generally does not impose a minimum account size for establishing an asset management relationship.

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: $483,429,554
- Discretionary: $476,028,982
- Non-discretionary: $7,400,572

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $40,499,480 |
| High net worth individuals | 30 | $428,749,705 |
| Charitable organizations | Fewer than 5 | $14,168,944 |
| Corporations or other businesses not listed above | Fewer than 5 | $11,425 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 14 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CO, DE, FL, IN, LA, NC, NH, NV, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intentionalownership.com
- paradiem.org
- Facebook @paradiemUS
- Instagram @paradiem_iown
- LinkedIn @paradiem
- Threads @paradiem_iown
- X @IntentionalOWN

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $306,633,378 | 9 | August 3, 2021 |
| October 2022 | $429,770,519 | 11 | August 8, 2022 |
| October 2023 | $337,835,101 | 12 | September 14, 2023 |
| October 2024 | $420,418,130 | 13 | March 25, 2024 |
| October 2025 | $466,197,031 | 19 | July 10, 2025 |
| October 2026 | $483,429,554 | 14 | September 15, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- No longer lists the business name Intentional Ownership.
- Employees performing advisory functions went from 5 to 6.

### April 2026
- Employees performing advisory functions went from 8 to 5.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Registered or notice-filed in DE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paradiem, LLC (CRD 158200): Form ADV filing data as of October 2026.