Paradigm Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$173,384,610
Clients
125
56% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$1,387,077
About
Paradigm Capital Management provides individualized investment management to individuals, high-net-worth clients, small businesses, trusts, estates, and charitable accounts. The firm operates as a fee-only registered adviser and manages client portfolios on a discretionary basis using ETFs, individual equities, and occasional bonds or mutual funds.
The firm's investment process combines fundamental and statistical analysis and emphasizes a patient, disciplined approach intended to manage risk while permitting more concentrated positions in industries or companies the adviser identifies as having potential. Clients grant Paradigm discretionary trading authority and the firm monitors accounts continuously, delivering quarterly reports and written commentaries.
Distinctive features include a single-advisor practice overseeing roughly $160 million in regulatory assets under management and a stated household minimum of $500,000, which may be higher than many independent peers. Paradigm requires custody at Charles Schwab & Co., Inc., does not participate in soft-dollar arrangements, and generally does not vote proxies on clients' behalf, which can affect execution, custody choices, and proxy handling compared with other advisers.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Concentrated stock management
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 0.85% Annually $1,000,000 - $4,990,000: 0.75% Annually $5,000,000+: Negotiable
Account minimum: $500,000 in total household assets Fee-only: Fee-only adviser, no commissions
Main office location
Paradigm Capital Management
6170 Ridgeview Court, Suite F
Reno NV 89519, United States
Number of offices
1
Most active in
Paradigm Capital Management has reported serving >5 clients in these states in the last 12 months.
California · Nevada · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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