A complete list of active advisors currently associated with Paladin Capital

Warmer can help you find a great advisor at Paladin Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Paladin Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.