Paladin Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,939,636
Total clients
18
6% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
5
Average account size
$385,535
About
Paladin Capital is a fee‑based advisory firm that serves individual and high‑net‑worth clients, trusts, estates, and retirement plans. The firm provides discretionary asset management, one‑time and ongoing financial planning, and limited‑scope ERISA 3(21) plan advisory services.
Portfolios are managed according to client objectives, time horizons, and risk tolerance, with account oversight and periodic reviews; the firm uses third‑party platforms and managers, including an Orion Portfolio Solutions arrangement, to implement strategies. Paladin also offers client‑directed accounts and, when appropriate, refers clients to or acts as a liaison with external money managers while monitoring their performance.
Paladin’s structure is notable for its formal affiliations with other investment advisers and related businesses — including a co‑advisor relationship and fee‑sharing/referral arrangements with an external registered adviser — a feature that is uncommon among peers. The firm reports a small client base and discloses that its majority owner devotes approximately 85% of his time to affiliated business activities (insurance, legal, tax, and broker‑dealer roles), a concentration the firm addresses through disclosures and policies.
Client services
Occupation focus
Fee options
Fixed fees for financial planning services ranging from $500 to $25,000.
1.50% annually (flat rate on entire portfolio, negotiable)
$350 per hour for financial planning services.
Minimum fee: $15 quarterly service fee technology fee per account or investment strategy for performance and reporting.
Main office location
Paladin Capital
4105 Lexington Avenue North, Suite 230
Arden Hills MN 55126, United States
Number of offices
1
Most active in
Minnesota · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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