Paradigm Advisors, L.L.C.
- Regulatory AUM
- $136M
- Discretionary
- $136M
- Clients
- 83
- Avg AUM / client
- $1.6M
- Accounts
- 372
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 41 | $12.4M | 9.1% |
| High net worth individuals | 41 | $118M | 86.6% |
| Corporations and other businesses | 1 | $5.9M | 4.31% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2014 · $29.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Paradigm Investors (Qp), Lp | Hedge Fund | Texas | $22.9M | 7 |
| Paradigm Alpha Blend, Lp | Hedge Fund | Delaware | $6.3M | 9 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michelle U Gass | Managing Member | CFP | Dec 1995 (31y) | 50% – 75% |
| William Kirk Dunk | Managing Member | CFA | Dec 1995 (31y) | 25% – 50% |
| Bevill, Kenda, Lynn | Chief Compliance Officer & Chief Financial Officer | Apr 2013 (13y) | Less than 5% | |
| Kathleen Marie Hood | Registered representative | Sep 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $29.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Paradigm Investors (Qp), Lp | Hedge Fund | $22.9M | $500K | 7 |
| Paradigm Alpha Blend, Lp | Hedge Fund | $6.3M | $500K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Distributors Company Llc $136M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗