CRD: 288037
Paladin Capital
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About Paladin Capital
Paladin Capital is a Arden Hills-based RIA. The firm has been operating for 9 years. Managing $10.0M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Reported data analysis
What the numbers show
Between December 11, 2025 and June 24, 2026, reported AUM increased 149.0%, from $4.0M to $10.0M.
Across 3 reported observations, AUM increased 348.3% between October 11, 2024 and June 24, 2026, from $2.2M to $10.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 20 clients, or 5 clients per representative. That equates to $497.7K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on June 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JEFFREY ALLEN FOLEY
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4237174
- Ownership
- 50% but less than 75%
Paul R Ostby
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MATTHEW AARON BRYANT
Investment Advisor Representative
- CRD
- #6120694
Jack Robert Ekholm
--
- CRD
- #7936920
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,953,217 | $191,408 |
| Non-Discretionary | $0 | -- |
| Total | $9,953,217 | $191,408 |
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Separately Managed Accounts
SMA allocation detail is available
Paladin Capital has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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