Updated October 02, 2023
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Paradigm Capital Management

Investment Advisor Firm
Total assets under management$134M
Years in business28+

About Paradigm Capital Management

Paradigm Capital Management, established in 1996, is an independent investment advisory firm committed to the fiduciary standard of client care. They prioritize clients' financial well-being, offering portfolio management and wealth management services.

Their portfolio management expertise allows them to collaborate closely with clients, tailoring investment portfolios to align with individual financial goals, whether it's retirement, globetrotting adventures, or educational expenses. Paradigm Capital Management stands out as an independent advisor, granting them the freedom to craft personalized portfolios by selecting suitable investment vehicles, which may include low-cost ETFs, individual stocks, and bonds.

In wealth management, they take a comprehensive approach, ensuring all financial pieces harmonize, regardless of clients' life stages, whether accumulating wealth, planning for retirement, or establishing an estate for a smooth generational transition.

Regular client meetings keep clients informed about their financial journey and goal progress, with Paradigm Capital Management providing actionable advice to enhance each financial profile. They operate as a fee-only advisor, eliminating conflicts of interest tied to product sales, enabling them to deliver unbiased financial guidance. Independence allows them to prioritize clients over corporate interests, building lasting relationships rooted in client-centric financial advice.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Portfolio Management
  2. Wealth Management

More about Paradigm Capital Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1208052

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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