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Paladin Investment Advisors

Paladin Investment Advisors. CRD 315305

P

CRD: 315305

Paladin Investment Advisors

Cabot, AR, 72023
5014226868
paladinadvisors.com
$47.2M Total AUM
$47.2M Disc. AUM
-- 3Y CAGR
4 Employees
416 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
07-14-2021
Office Locations
1

Office Locations

909 S. Pine Street Suite B Cabot AR

About Paladin Investment Advisors

Paladin Investment Advisors is an Arkansas-based RIA serving retail and institutional clients, including business owners. The firm provides financial planning and discretionary asset management, with portfolio construction using mutual funds, index funds and ETFs alongside fixed income. Custody is primarily at Charles Schwab; founded in 2021 and led by President/CCO Marshall David Butler.

Team overview

-- AVG AGE
$23.6M AVG AUM / ADVISOR
$113.5K AVG AUM / CLIENT
1.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Element legacy Bridge ember Matrix north

Client Personas

Vital

Investment Themes

Momentum Insight matrix Unison unison

Investment Vehicles

North insight

Services

Harbor Quantum Bridge foundation Radial eagle Horizon

Owner & Executives

M

MARSHALL DAVID BUTLER

Chief Compliance Officer, Financial Advisor, President

CRD
#6753099
Ownership
75% or more
(739) 778-1022
focus.optima@alphacapital.com
in linkedin.com/in/frontier-wave

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Contacts

S

Seth G Haile

--

CRD
#7490907
(561) 593-9879
matrix.vector@insightcapital.com
in linkedin.com/in/vertex-capital
J

JUSTIN KAMINSKI

--

CRD
#8064878
(723) 762-9300
vital.element@elementcapital.com
in linkedin.com/in/alpha-horizon
C

Capital meridian

Prime atlas

CRD
#63199
(614) 810-4756
horizon.peak@crestcapital.com
in linkedin.com/in/frontier-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $47,197,187 --
Non-Discretionary $0 --
Total $47,197,187 --

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Separately Managed Accounts

Total SMA Asset: $47,197,187

$47.2M Total SMA
Equity - Exchange:
14.5%
Public Funds:
49.8%
Cash:
17.7%
Corporate - Investment Grade:
18.0%
Asset class Assets Assets %
Equity - Exchange $764,368,767 14.5%
Public Funds $2,625,211,350 49.8%
Cash $933,057,046 17.7%
Corporate - Investment Grade $948,871,572 18.0%
Total $5,271,508,735 100.0%

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