Paradigm Capital Management, Inc. logo

Paradigm Capital Management, Inc.

Updated today

Client assets under management

$1,030,715,222

Clients

59

100% high-net worth

Advisors

3

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

20

Very Low

Average account size

$17,469,750

About

Paradigm Capital Management provides discretionary investment management to a mix of institutional and individual clients including pension and profit sharing plans, foundations, trusts, corporations, other investment advisers, and pooled investment vehicles. The firm reports managing roughly $2.38 billion for about 59 client relationships and also serves as investment manager to private funds and other pooled vehicles.

Investment decisions are driven by a research-oriented, bottom-up equity process with six primary strategies (Micro‑Cap, Small‑Cap, SMid‑Cap, Value, High Net Worth, and Defensive); portfolio managers are empowered to make independent buy and sell decisions while firm oversight monitors portfolio characteristics and risk. Clients typically select among those model strategies and may request reasonable account-level modifications, while pooled vehicles are managed according to each fund’s governing documents and are not tailored to individual investors.

Distinctive features disclosed in the firm’s brochure include its role as adviser, sponsor and syndicator to affiliated private funds and pooled vehicles, the use of performance-based allocations for those funds, and relationships with an affiliated broker‑dealer that shares interest revenues and may be recommended for client trading. The brochure also discloses a FINRA enforcement matter involving the broker‑dealer affiliate (resulting in a monetary sanction) and describes related conflict‑of‑interest areas (principal/agency‑cross transactions, soft‑dollar arrangements, and custody of private fund assets), and the firm operates with a relatively small advisory team managing multi‑billion dollars in assets.

Client services

Portfolio management

Expertise

Active portfolio management ESG / Sustainable investing

Fee options

Percentage

1.0% annually

Performance-based

Performance-based fees for certain private funds managed by affiliates; fees and allocations disclosed in fund governing documents

Main office location

Paradigm Capital Management, Inc.

Nine Elk Street

Albany NY 12207, United States

Number of offices

2

Most active in

California · Connecticut · Florida · Illinois · Maryland · Massachusetts · New Hampshire · New Jersey · New York · South Carolina · Texas · Vermont · Virginia

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

Amelia W

Series 63

New York, NY

Paradigm Capital Management, Inc.

Amelia Weir is a financial advisor at Paradigm Capital Management, Inc. with 25 years of industry experience. She has worked at Paradigm Capital Management since 2008 and has been associated with C.L. King & Associates since 2001. She holds the Series 63 designation. Paradigm Capital Management, Inc. is a registered investment adviser managing discretionary assets primarily for pooled investment vehicles and institutional clients, including pension plans, foundations, corporations, and high-net-worth individuals. The firm employs a fundamental, bottom-up research approach with six principal strategies across separate accounts and commingled vehicles, overseeing approximately $2.2 billion in discretionary assets.

Active portfolio management ESG / Sustainable investing
user avatar

Gregg M

Series 63, Series 65

Albany, NY

Paradigm Capital Management, Inc.

Gregg Miller is a financial advisor at Paradigm Capital Management, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Paradigm since 2022. Prior to that, he was with C.L. King & Associates from 2015 to 2022. Paradigm Capital Management, Inc. is a registered investment adviser managing discretionary assets for pooled investment vehicles, institutional clients, pension and profit-sharing plans, foundations, endowments, corporations, trusts, charitable organizations, other advisers, and high-net-worth individuals. The firm employs a fundamental, bottom-up research approach with portfolio managers responsible for security selection and offers six principal strategies across separate accounts and commingled vehicles.

Active portfolio management ESG / Sustainable investing
user avatar

Candace W

Series 65, Series 66

Albany, NY

Paradigm Capital Management, Inc.

Candace Weir is a financial advisor at Paradigm Capital Management, Inc. with 56 years of industry experience. She holds Series 65 and Series 66 credentials and has been with Paradigm since 1993. Prior to that, she was associated with C. L. King & Associates, Inc. since 1972. Outside of her advisory role, she manages various rental properties in New York and Rhode Island. Paradigm Capital Management, Inc. primarily manages discretionary assets for institutional clients, pension and profit-sharing plans, foundations, endowments, corporations, trusts, charitable organizations, other investment advisers, and high-net-worth individuals. The firm employs a fundamental, bottom-up research process across multiple investment strategies and manages roughly $2.2 billion in discretionary assets.

Active portfolio management ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")