Paratus Financial, Inc.
● SEC registered since 2005CRD 133361SEC# 801-63703Dallas, TX
Reg. AUM
$757.4M
Employees
8
Accounts
703
Location
Dallas, TX
About Paratus Financial
Paratus Financial is a comprehensive wealth management firm offering income tax planning, investment strategy, risk management, estate and retirement planning, and business consulting. It helps clients navigate complex financial decisions with clarity across life stages since 2003.
Summary based on the firm’s website.
Paratus Financial, Inc. assets under management
Paratus Financial, Inc. is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2005. It reports $757.4 million in regulatory assets under management and employs 8 people.
Paratus Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie Free Chadwick Control | Managing Director / Cco | Over 75% | 2004 |
Frequently asked questions
How much does Paratus Financial, Inc. manage?
Paratus Financial, Inc. reports $757.4 million in regulatory assets under management on its Form ADV.
How many employees does Paratus Financial, Inc. have?
Paratus Financial, Inc. reports 8 employees.
Where is Paratus Financial, Inc. located?
Paratus Financial, Inc. is based in Dallas, TX and has been SEC-registered since 2005.
Does Paratus Financial, Inc. disclose fund performance?
Paratus Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5220 McKinney Ave Ste 200, Dallas, TX 75205 |
| Phone | 214-378-7400 |
| Fax | 214-378-7402 |
| Office hours | 8:30-5:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$757.4M▲ 8%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,369 advisers
EmployeesTop 47%
More than 53% of 16,804 advisers
Assets under management
$757.4Mregulatory AUM
Discretionary $271.3MNon-discretionary $486.2M