# Paradigm Advisors, LLC

> Paradigm Advisors, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.

- CRD: 114515
- Filed as: PARADIGM ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: August 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114515
- AdvisorCensus page: https://advisorcensus.com/firm/paradigm-advisors-llc-dallas-tx-114515

## Quick answers

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

**Where is Paradigm Advisors, LLC located?**
Paradigm Advisors, LLC's principal office is in Dallas, TX, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Paradigm Advisors, LLC registered with the SEC or a state?**
Paradigm Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 114515.

**How much does Paradigm Advisors, LLC manage?**
Paradigm Advisors, LLC reports $136,135,723 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary).

**How have Paradigm Advisors, LLC's assets and staff changed since 2025?**
In the Form ADV data for Paradigm Advisors, LLC: Regulatory assets under management: $112,077,532 in the October 2025 data and $136,135,723 in the October 2026 data, up 21%. Total employees: 3 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paradigm Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (41); corporations or other businesses not listed above (1).

**Which custodians does Paradigm Advisors, LLC use?**
Paradigm Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Corporation as a custodian holding 10% or more of its separately managed account assets.

**Does Paradigm Advisors, 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/114515

**What changed in Paradigm Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $112,077,532 to $136,135,723 (+21%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Corporation

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: $136,135,723
- Discretionary: $136,135,723
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $12,394,682 |
| High net worth individuals | 41 | $117,871,707 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $5,869,334 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Fayetteville, AR

### Websites listed on Form ADV (Item 1.I)
- paradigmadvisors.com
- LinkedIn @PARADIGM-ADVISORS-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $112,077,532 | 3 | May 2, 2025 |
| October 2026 | $136,135,723 | 4 | August 31, 2026 |

Regulatory assets under management: $112,077,532 in the October 2025 data and $136,135,723 in the October 2026 data, up 21%.
Total employees: 3 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $112,077,532 to $136,135,723 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paradigm Advisors, LLC (CRD 114515): Form ADV filing data as of October 2026.