Paramount Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,384,820
Clients
21
Advisors
1
of 1 employees
About
Paramount Investments is a Maryland‑registered, single‑advisor investment advisory firm that provides discretionary portfolio management, financial planning, and non‑discretionary 401(k) consulting to individuals, high‑net‑worth clients, legacy trusts and small businesses. The firm’s brochure also notes services related to charitable‑giving planning and indicates it works with charitable organizations in addition to individual and institutional clients.
Paramount builds customized, long‑term oriented portfolios using fundamental analysis and low‑cost mutual funds and ETFs, with the option to include individual stocks and bonds; technical analysis is used primarily for trade timing. The advisor provides ongoing portfolio supervision, may employ margin and options in client accounts when appropriate, and includes participant education and reporting for retirement plans.
The firm departs from many solo independent advisors in two notable ways: it can enter performance‑based fee arrangements for qualifying clients (typically a negotiated share of capital appreciation, commonly in the 15–20% range and measured over no less than one year), and it lists charitable organizations among its client types—both features that are relatively uncommon for peers. The brochure also discloses that the sole owner splits time between the advisory practice and a separate senior research analyst role at a nonprofit industry center, a dual professional role the firm identifies in its disclosures.
Client services
Expertise
Occupation focus
Fee options
0.50% to 1.25% annually, depending on size and complexity of client relationship
Performance-based fees may be charged if client qualifies and agrees, typically 15%-20% of capital appreciation calculated over at least one year.
Fee-only: Investment advisory fees range from 0.50% to 1.25% annually based on assets under management; fees may be negotiable.
Main office
Lutherville MD
Advisors at this office
1
Most active in
Maryland
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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