Paradiem, LLC logo

Paradiem, LLC

Updated today

Client assets under management

$469,249,185

Clients

140

21% high-net worth

Advisors

6

of 14 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

23

Very Low

Average account size

$3,351,780

About

Paradiem provides asset management, financial planning and consulting, and insurance services to individuals, high‑net‑worth families, and charitable organizations. The firm markets structured family and business planning programs (branded as Kingdom ROI) and delivers both discretionary and non‑discretionary portfolio management.

The firm’s investment process relies on fundamental analysis with a generally long‑term orientation, constructing portfolios from individual equities, ETFs, mutual funds and fixed‑income instruments tailored to each client’s goals and risk tolerance. Paradiem emphasizes ongoing personal contact and coordination with clients’ other advisors, positioning itself to act in a CFO‑style role for complex family and business planning and conducting periodic monitoring and annual reviews.

Compared with many team advisors, Paradiem sponsors a wrap fee program that bundles transaction costs into its advisory fee and discloses affiliated private‑fund interests through its relationship with Impact Kingdom Group, which may create potential conflicts of interest. The firm combines traditional investment management with fixed‑fee wealth‑counseling and business‑planning retainers, insurance agency activities, and third‑party proxy‑voting support, yielding a broader service mix than is typical for similarly sized teams.

Client services

Financial planning Portfolio management

Expertise

Business sale tax planning Business succession planning Wealth management Cash flow / budgeting Charitable giving tax strategies

Occupation focus

Founder/Business Owner Executive

Demographic focus

Intergenerational Families Values-based investing

Fee options

Fixed

Fixed fees for planning services; e.g., $5,000/month ($60,000 annually) for Business Planning or Personal/Family Planning, $8,500/month ($102,000 annually) for combined Personal/Business Planning

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $30,000,000: 0.75% $30,000,001+: 0.50%

Commissions

Commission-based compensation for insurance product sales, separate from advisory fees

Project-based

Up to $500 per hour for financial planning and consulting services

Subscriptions

Monthly retainer fees for planning services as detailed above

Other

Account minimum: $350,000 Fee-only: Fixed fee arrangements negotiable on a case-by-case basis based on complexity

Main office location

Paradiem, LLC

510 N Jefferson Ave

Covington LA 70433-2640, United States

Number of offices

3

Most active in

Colorado · Delaware · Florida · Indiana · Louisiana · Nevada · New Hampshire · New York · North Carolina · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew S

Series 65

Covington, LA

Paradiem, LLC

Matthew Sullivan is a financial advisor at Paradiem, LLC with a Series 65 credential and one year of industry experience. Prior to joining Paradiem, he worked at First Guaranty Bank for four years and attended Southeastern Louisiana University. Paradiem serves individuals, high-net-worth clients, families, and charitable organizations by providing investment management, financial planning, and consulting services. The firm offers customized portfolios with a long-term orientation and coordinates complex household and business planning through a multi-advisor team across five offices.

Business sale tax planning Business succession planning Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner Executive Intergenerational Families Values-based investing
user avatar

Carl D

Series 65

Fishers, IN

Paradiem, LLC

Carl Drury is a financial advisor at Paradiem, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Paradiem since 2014. Paradiem serves individuals, high-net-worth clients, families, and charitable organizations by providing investment management, financial planning, and consulting services. The firm constructs customized portfolios using fundamental analysis with a long-term focus and offers coordinated family and business planning programs alongside portfolio management and insurance solutions.

Business sale tax planning Business succession planning Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner Executive Intergenerational Families Values-based investing
user avatar

Sandra T

Series 63, Series 65

Covington, LA

Paradiem, LLC

Sandra Tackett is a financial advisor at Paradiem, LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Paradiem since 2008, including a ten-year period at LPL Financial, llc. Outside of her advisory role, she owns and operates a home-based travel agency through Archer Travel Group. Paradiem serves individuals, high-net-worth clients, families, and charitable organizations with investment management, financial planning, and consulting services. The firm offers customized portfolios using fundamental analysis with a long-term focus and coordinates complex household and business financial needs through a multi-advisor team across five offices.

Business sale tax planning Business succession planning Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner Executive Intergenerational Families Values-based investing
user avatar

Caleb K

Series 65

Covington, LA

Paradiem, LLC

Caleb Kelso is a financial advisor at Paradiem, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Paradiem, he worked at Next Level Blending and Tyson Foods, and has experience in educational roles at the University of Arkansas-Fayetteville and Jim Ned High School. Paradiem serves individuals, high-net-worth clients, families, and charitable organizations by providing investment management, financial planning, and consulting services. The firm creates customized portfolios with a long-term focus and offers coordinated family and business planning programs, acting as a central financial resource for complex households and business clients.

Business sale tax planning Business succession planning Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner Executive Intergenerational Families Values-based investing
user avatar

Eric D

CFP®, Series 63, Series 66

Covington, LA

Paradiem, LLC

Eric Dunavant is a CFP® professional with 26 years of industry experience, currently serving at Paradiem, LLC. He has worked with Ic4 Strategies, LLC since 2014 and was affiliated with LPL Financial, LLC from 2007 to 2017. Outside of his advisory role, Dunavant is involved in community and educational activities, including teaching a life skills course at a local private school and serving on nonprofit boards. Paradiem, LLC provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, and charitable organizations. The firm constructs customized portfolios using fundamental analysis with a long-term focus and offers coordinated family and business planning programs alongside portfolio management and insurance services.

Business sale tax planning Business succession planning Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner Executive Intergenerational Families Values-based investing
user avatar

Danielle W

Series 65

Staten Island, NY

Paradiem, LLC

Danielle Wauchope is a Series 65 licensed financial advisor with Paradiem, LLC, where she has worked since 2014 and has 11 years of industry experience. She is involved in community activities including coaching basketball and teaching Sunday School, and serves as an alumni mentor for the DeVoe Division of Business at Indiana Wesleyan University. Paradiem, LLC serves individuals, high-net-worth clients, families, and charitable organizations with investment management, financial planning, and consulting services. The firm emphasizes customized portfolio construction, ongoing client communication, and coordinated planning for complex households and business clients through a multi-advisor team approach.

Business sale tax planning Business succession planning Wealth management Cash flow / budgeting Charitable giving tax strategies Founder/Business Owner Executive Intergenerational Families Values-based investing
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