Paladin Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,435,985
Clients
413
Advisors
4
of 4 employees
About
Paladin Investment Advisors provides investment advisory and portfolio management services to individuals, business owners, charities, and foundations, and also offers support to sponsors of ERISA-qualified retirement plans. The firm manages discretionary accounts through its Paladin Wrap Fee Program and may recommend fixed insurance products that IARs sell for commission from carriers.
Paladin describes a customized, holistic wealth management process that starts with needs analysis and incorporates assets held away, risk tolerance, and a mix of active and passive strategies. The firm makes third‑party investment advisers (TPIAs) available within its wrap program and reviews those managers periodically using performance, risk‑adjusted measures and other criteria.
What distinguishes Paladin from many peers is its role as a wrap fee program sponsor that integrates outside sub‑advisers, despite a relatively modest $47 million in discretionary AUM across roughly 413 client relationships. The firm also discloses soft‑dollar research and tools received via Charles Schwab and permits IARs to recommend insurance products for which the IARs receive separate commissions.
Client services
Expertise
Fee options
$10,000 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
IARs may receive commissions from insurance products sold to clients, in addition to advisory fees; the firm itself does not receive commissions
Account minimum: $5,000 Minimum fee: Minimum monthly fee of $5.00 per individual per account if minimum account size is waived or lowered by the IAR
Main office
909 S. Pine Street, Suite B
Cabot AR 72023
Advisors at this office
4
Most active in
Arkansas · Texas
Also doing business as
Paladin Capital Inc. · Paladin Capital, LLC · Paladin Investment Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")