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 is a fee‑based advisory firm that serves individual and high‑net‑worth clients, trusts, estates, and retirement plans. The firm provides discretionary asset management, one‑time and ongoing financial planning, and limited‑scope ERISA 3(21) plan advisory services. Portfolios are managed according to client objectives, time horizons, and risk tolerance, with account oversight and periodic reviews; the firm uses third‑party platforms and managers, including an Orion Portfolio Solutions arrangement, to implement strategies. Paladin also offers client‑directed accounts and, when appropriate, refers clients to or acts as a liaison with external money managers while monitoring their performance. Paladin’s structure is notable for its formal affiliations with other investment advisers and related businesses — including a co‑advisor relationship and fee‑sharing/referral arrangements with an external registered adviser — a feature that is uncommon among peers. The firm reports a small client base and discloses that its majority owner devotes approximately 85% of his time to affiliated business activities (insurance, legal, tax, and broker‑dealer roles), a concentration the firm addresses through disclosures and policies.

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.