P
Paredes Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Paredes Capital LLC is a newly formed registered investment adviser that offers discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth clients. Portfolios are typically built around exchange‑traded funds and other low‑cost diversified vehicles, with the firm also using individual stocks, bonds, and alternative investments as appropriate.
The firm follows a fundamentally driven, generally long‑term investment approach, using economic and company analysis to construct and periodically rebalance client portfolios. Paredes Capital may implement portions of client portfolios through unaffiliated Independent Managers and conducts initial and ongoing due diligence and oversight while retaining responsibility for the client relationship.
A noteworthy aspect of the firm is its explicit use of Independent Managers under written agreements that allocate a portion of the advisory fee to those managers while the firm does not receive additional compensation from them, and the brochure notes an overall fee cap for such arrangements. The firm’s principal also operates a separate legal practice providing tax mitigation strategies for sellers of appreciated property (reported to occupy roughly 90% of his time) and is a licensed insurance professional who may earn commissions on insurance sales, relationships the brochure discloses as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Tax strategies for small businesses
Wealth management
Passive / index investing
Fee options
Up to 1.00% annually, fees are negotiable and vary based on factors such as scope, complexity, asset level, and overall relationship
Commission-based compensation is earned by Mr. Paredes in his separate capacity as a licensed insurance professional, not by the Advisor
Fee-only: Fee-only compensation; no commissions earned by the Advisor for securities transactions
Main office location
Paredes Capital LLC
Lenexa KS, United States
Number of offices
1
Most active in
Paredes Capital LLC has reported serving >5 clients in these states in the last 12 months.
Kansas
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.
Forms ADV
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