Paladin Advisory Group, LLC
● SEC registered since 2018CRD 285303SEC# 801-112430Clive, IA
Reg. AUM
$279.8M
Employees
3
Accounts
298
Location
Clive, IA
Paladin Advisory Group, LLC assets under management
Paladin Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Clive, IA. The firm has been registered since 2018. It reports $279.8 million in regulatory assets under management and employs 3 people.
Paladin Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Charles Bormann Control | Managing Member | 25-50% | 2020 |
| Bradley William Clark Control | Managing Member, Cio, Cco | 50-75% | 2016 |
Frequently asked questions
How much does Paladin Advisory Group, LLC manage?
Paladin Advisory Group, LLC reports $279.8 million in regulatory assets under management on its Form ADV.
How many employees does Paladin Advisory Group, LLC have?
Paladin Advisory Group, LLC reports 3 employees.
Where is Paladin Advisory Group, LLC located?
Paladin Advisory Group, LLC is based in Clive, IA and has been SEC-registered since 2018.
Does Paladin Advisory Group, LLC disclose fund performance?
Paladin Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13375 University Avenue, Suite 300, Clive, IA 50325 |
| Phone | 515-348-6080 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1899703 |
| Discloses disciplinary history | No |
Regulatory AUM
$279.8M▲ 31%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$279.8Mregulatory AUM
Discretionary $279.8M