# Paradigm Investment Advisory, LLC

> Paradigm Investment Advisory, LLC is an SEC-registered investment advisory firm in Bridgewater, NJ, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 334370
- Filed as: PARADIGM INVESTMENT ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bridgewater, NJ
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334370
- AdvisorCensus page: https://advisorcensus.com/firm/paradigm-investment-advisory-llc-bridgewater-nj-334370

## Quick answers

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

**How much does Paradigm Investment Advisory, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $350 an hour (stand-alone financial planning services); Flat fee: $10,000 to $250,000 a year (Retirement Plan Advisory services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Paradigm Investment Advisory, LLC located?**
Paradigm Investment Advisory, LLC's principal office is in Bridgewater, NJ, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Paradigm Investment Advisory, LLC registered with the SEC or a state?**
Paradigm Investment Advisory, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334370.

**How much does Paradigm Investment Advisory, LLC manage?**
Paradigm Investment Advisory, LLC reports $425,065,996 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Paradigm Investment Advisory, LLC's assets and staff changed since 2025?**
In the Form ADV data for Paradigm Investment Advisory, LLC: Regulatory assets under management: $182,812,046 in the October 2025 data and $425,065,996 in the October 2026 data, up 133%. Total employees: 4 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paradigm Investment Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (563); individuals (other than high net worth individuals) (81); charitable organizations (1).

**Which custodians does Paradigm Investment Advisory, LLC use?**
Paradigm Investment Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets.

**Does Paradigm Investment Advisory, 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/334370

**What changed in Paradigm Investment Advisory, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 8 to 9.

## 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 March 30, 2026)

- Hourly rate: $350 an hour (stand-alone financial planning services)

> Paradigm offers stand -alone financial planning services on an hourly or fixed fee basis. Hourly fees are at a rate of up to $350.

- Flat fee: $10,000 to $250,000 a year (Retirement Plan Advisory services)

> Flat/fixed fees are negotiable but generally range from $10,000 to $250,000 on an annual basis, depending upon the level and scope of the services required.

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.
- LPL Financial 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: $425,065,996
- Discretionary: $425,065,996
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $238,465,443 |
| High net worth individuals | 563 | $154,034,603 |
| Charitable organizations | 1 | $32,565,950 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chester, NJ
- Madison, NJ
- Parsippany, NJ

### Websites listed on Form ADV (Item 1.I)
- [paradigm-partners.com](https://paradigm-partners.com)
- LinkedIn @paradigm-wealth-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $182,812,046 | 4 | April 2, 2025 |
| October 2026 | $425,065,996 | 9 | October 1, 2026 |

Regulatory assets under management: $182,812,046 in the October 2025 data and $425,065,996 in the October 2026 data, up 133%.
Total employees: 4 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 8 to 9.

### April 2026
- Regulatory assets under management went from $182,812,046 to $425,065,996 (+133%).
- Employees performing advisory functions went from 6 to 8.
- Added an office in Madison, NJ.
- Added an office in Parsippany, NJ.
- No longer lists an office in Bridgewater, NJ.

### March 2026
- Employees performing advisory functions went from 5 to 6.

### February 2026
- Employees performing advisory functions went from 4 to 5.

### December 2025
- Employees performing advisory functions went from 2 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paradigm Investment Advisory, LLC (CRD 334370): Form ADV filing data as of October 2026.