Paladin Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paladin Capital, LLC provides fee-based financial planning and discretionary investment management to individuals (including high‑net‑worth and non‑HNW clients), retirement plans, trusts, estates, charitable organizations and business entities. Services described in the brochure include ongoing portfolio management, one‑time and ongoing financial planning (hourly or fixed‑fee), ERISA 3(21) plan advisory, and arranging third‑party money managers or client‑directed account support.
The firm constructs portfolios and monitors them according to each client’s stated goals, time horizon and risk tolerance, and it documents periodic reviews and recommended actions. To implement strategies it relies on third‑party platforms and managers — notably Orion Portfolio Solutions and a co‑advisor arrangement with Gradient Investments — and typically charges advisory fees based on assets under management.
Noteworthy aspects disclosed in the brochure are the firm’s formal affiliations with other advisory and financial services entities and an affiliated insurance company, including shared referral and incentive fee arrangements with third‑party managers. The firm is small in scale (three advisors, about $10 million in discretionary AUM and fewer than 20 clients), does not act as custodian for client assets, and the brochure highlights outside business activities and fee‑sharing practices that are disclosed as potential conflicts of interest.
Client services
Occupation focus
Fee options
Financial Planning fixed fees between $500 and $25,000
All Assets+: 1.50% (tiered or breakpoint schedule, entire portfolio charged same fee) All Assets+: Gradient Investments Co-Advisor Fees vary by portfolio type: 1.65%, 1.50%, or 1.00% depending on portfolio All Assets+: Client Directed Accounts $300 flat fee (GI)
Financial Planning Services hourly fee $350 per hour
Fee-only: Financial Planning hourly fee $350/hour; Fixed fees range from $500 to $25,000
Main office
4105 Lexington Avenue North, Suite 230
Arden Hills MN 55126
Advisors at this office
3
Most active in
Minnesota · Wisconsin
Also doing business as
Paladin Capital · Paladin Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Nikki F
Series 63, Series 65
Arden Hills, MN
Paladin Capital
Nikki Foley is a financial advisor at Paladin Capital, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Gradient Financial Group and Gradient Securities. Foley serves as a board member and president of Gentry Academy and is involved with the Gradient Gives Back Foundation as a board member. Paladin Capital, LLC offers fee-based financial planning and discretionary investment management to a range of clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm constructs portfolios tailored to client goals and risk tolerance, using third-party platforms and co-advisor arrangements for implementation.
Jack E
CFP®, Series 66
Arden Hills, MN
Paladin Capital
Jack Ekholm is a CFP® with two years of industry experience, currently serving as a financial advisor at Paladin Capital. His background includes roles at multiple Paladin-related entities and Gradient Securities, as well as experience outside finance, including positions at Life Time Athletic and DoorDash. He also performs administrative services for estate planning through Paladin Legal Services. Paladin Capital provides fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a personalized approach, constructing and monitoring portfolios based on clients' goals and risk tolerance, and utilizes third-party platforms and co-advisors to implement investment strategies.
Matthew B
Series 63, Series 65
Arden Hills, MN
Paladin Capital
Matthew Bryant is a financial advisor with Paladin Capital, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been associated with multiple Paladin-affiliated entities since 2023 and was previously with Gradient Investments for 12 years. In addition to his advisory role, he provides administrative support for estate planning through Paladin Legal Services. Paladin Capital, LLC delivers fee-based financial planning and discretionary investment management to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on clients' goals and risk tolerance, utilizing third-party platforms and co-advisor arrangements to implement strategies.
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