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- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- GlacierQuantum legacy
- Established Date
- 09-28-2011
- Office Locations
- 3
Office Locations
About Paradiem, LLC
Paradiem, LLC provides faith- and family-centered financial planning and advising for high-net-worth, Kingdom-minded families. The firm helps clients align wealth with values through tax mitigation, intentional inheritance and giving strategies, and planning around business exits and multigenerational legacy. Portfolios are ETF-heavy per public filings. Paradiem was named to Newsweek’s America’s Top Financial Advisory Firms 2025.
Team overview
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Owner & Executives
ERIC LEE DUNAVANT
Advisor, FUND MANAGER, Managing Member, President
- CRD
- #3255295
- Ownership
- Less than 5%
RAY MARIE FENGER
Advisor, Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
CARL WAYNE DRURY
Chief Compliance Officer, Principal
- CRD
- #6063550
Caleb Whiteside Kelso
--
- CRD
- #8076928
Atlas value
Bridge crest quantum
- CRD
- #20991
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $476,028,982 | $1,731,014 |
| Non-Discretionary | $7,400,572 | $148,011 |
| Total | $483,429,554 | $1,487,476 |
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Separately Managed Accounts
Total SMA Asset: $483,429,554
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $578,675,823 | 9.4% |
| Public Funds | $1,003,448,501 | 16.3% |
| Cash | $861,857,608 | 14.0% |
| Other | $843,389,231 | 13.7% |
| Equity - OTC | $1,021,916,878 | 16.6% |
| Municipal Bonds | $800,296,350 | 13.0% |
| Private Funds | $1,046,541,382 | 17.0% |
| Total | $6,156,125,773 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA HARBOR | FOUNDATION UNISON | 54M9DQGEQ | YQB | 10.45% | $102,642,059 |
| SIGNAL FOCUS WAVE | EMBER WAVE | 1CXEE0T0O | UFU | 0.60% | $84,678,853 |
| RIDGE PRIME VECTOR | VALUE LEGACY | ZHPC3K40A | UDR | 10.16% | $88,215,397 |
| CREST FOCUS NORTH | EMBER MERIDIAN | 4AVL1Q191 | YYQPZ | 3.54% | $38,121,749 |
| MOMENTUM VALUE | EAGLE HARBOR | ZKBM2QB9O | LVDNG | 11.29% | $92,605,451 |
| CAPITAL PATHWAY | FRONTIER HORIZON | W77Y2I6QI | XSW | 6.95% | $118,114,234 |
| ALPHA LEGACY | UNISON FUSION | OWHE8K0J6 | MFQA | 5.66% | $88,502,509 |
| GLACIER ELEMENT INSIGHT | ATLAS FUSION | 0RUBOTD5K | IKPG | 6.36% | $74,531,341 |