Paladin Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,197,187
Total clients
413
0% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
103
Average account size
$114,279
About
Paladin Investment Advisors provides investment advisory and portfolio management services to individuals, business owners, charities, and foundations, and also offers support to sponsors of ERISA-qualified retirement plans. The firm manages discretionary accounts through its Paladin Wrap Fee Program and may recommend fixed insurance products that IARs sell for commission from carriers.
Paladin describes a customized, holistic wealth management process that starts with needs analysis and incorporates assets held away, risk tolerance, and a mix of active and passive strategies. The firm makes third‑party investment advisers (TPIAs) available within its wrap program and reviews those managers periodically using performance, risk‑adjusted measures and other criteria.
What distinguishes Paladin from many peers is its role as a wrap fee program sponsor that integrates outside sub‑advisers, despite a relatively modest $47 million in discretionary AUM across roughly 413 client relationships. The firm also discloses soft‑dollar research and tools received via Charles Schwab and permits IARs to recommend insurance products for which the IARs receive separate commissions.
Client services
Expertise
Fee options
$10,000 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
IARs may receive commissions from insurance products sold to clients, in addition to advisory fees; the firm itself does not receive commissions
Account minimum: $5,000 Minimum fee: Minimum monthly fee of $5.00 per individual per account if minimum account size is waived or lowered by the IAR
Main office location
Paladin Investment Advisors
909 S. Pine Street, Suite B
Cabot AR 72023, United States
Number of offices
1
Most active in
Arkansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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