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PARADIGM INVESTMENT ADVISORY, LLC
CRD 334370File 801-131802
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$425.1M
Below cohort median (national)
Discretionary AUM
$425.1M
Clients
645
645 accounts
Employees
8
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 10, 2025
- Principal office
- 1140 US 22 EAST, SUITE 105, BRIDGEWATER, NJ, 08807
- Phone
- 908-450-7402
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $425.1M
- Discretionary AUM
- $425.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 645
- Non-discretionary accounts
- 0
- Total accounts
- 645
- AUM per client
- $659K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $32.6M |
| High net worth individuals | 563 | $154.0M |
| Individuals (other than high net worth individuals) | 81 | $238.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.