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RISK PARADIGM GROUP, LLC
CRD 155870File 801-72141
APPROVED
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$115.6M
Bottom 25% of cohort (national)
Discretionary AUM
$115.6M
Clients
3
488 accounts
Employees
7
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 8, 2011
- Principal office
- 25 BURLINGTON MALL ROAD, SUITE 404, BURLINGTON, MA, 01803
- Phone
- (866) 726-5150
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $115.6M
- Discretionary AUM
- $115.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 488
- Non-discretionary accounts
- 0
- Total accounts
- 488
- AUM per client
- $38.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $115.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 4 | 3 | decreased by1 |
| Apr 1, 2026 | AUM | $99,494,397 | $115,551,333 | increased by$16,056,936 |
| Apr 1, 2026 | Accounts | 444 | 488 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $58,190,789 | $99,494,397 | increased by$41,303,608 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 162 | 444 | increased by282 |
| Apr 1, 2022 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2022 | AUM | $46,903,324 | $58,190,789 | increased by$11,287,465 |
| Apr 1, 2022 | Accounts | 144 | 162 | increased by18 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RISK PARADIGM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RISK PARADIGM” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.