Paradigm Capital Management
SEC RegisteredStrategic planning to help you ACHIEVE YOUR FINANCIAL GOALS
About the firm
Paradigm Capital Management is an independent investment advisory firm focused on providing portfolio management and wealth management services. Founded in Reno, Nevada in 1996, the firm operates under a fiduciary standard of care and is a fee-only advisor, providing unbiased financial advice without influence from product sales compensation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management using low cost exchange traded funds as well as individual stocks and bonds; wealth management taking a comprehensive look at clients' overall financial profile; regular client meetings to track progress toward financial goals.
Who they serve
Clients at various stages of life, whether accumulating wealth, planning for retirement, planning for college expenses, or setting up an estate for transition to the next generation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 55 | $21M |
| High Net Worth Individuals | 70 | $153M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 0 - $1MM | 0.85% |
| $1MM - $4.99MM | 0.75% |
| $5MM and above | 0.00% |
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paradigm Capital Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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