Paradiem, Llc
- Regulatory AUM
- $483M
- Discretionary
- $476M
- Clients
- 140
- Avg AUM / client
- $3.5M
- Accounts
- 325
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $40.5M | 8.38% |
| High net worth individuals | 30 | $429M | 88.7% |
| Charitable organizations | Fewer than 5 clients | $14.2M | 2.93% |
| Corporations and other businesses | Fewer than 5 clients | $11.4K | 0.0% |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Christian Community Foundation Inc EIN 751750059 | Colorado Spgs, CO | 03/31/2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Lee Dunavant | Managing Member And President | CFP | Aug 2007 (19y) | ≈ 56.25% – 100% via Paradiem Holding Company Llc |
| Fenger, Ray, Marie | Chief Compliance Officer, Director Of Operations | Nov 2023 (3y) | Less than 5% | |
| Kristina Brown Schuler | Chief Investment Officer | Nov 2023 (3y) | Less than 5% | |
| Carl Wayne Drury | Registered representative | Jul 2014 (12y) | ||
| Sandra E Tackett | Registered representative | Oct 2014 (12y) | ||
| Danielle Renee Wauchope | Registered representative | Feb 2021 (5y) | ||
| Matthew Brennan Sullivan | Registered representative | Apr 2025 (1y) | ||
| Caleb Whiteside Kelso | Registered representative | May 2025 (1y) | ||
| Carson Avery Rich | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Paradiem Holding Company Llc | Managing Member | Jan 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Eric Lee Dunavant: 75% – 100% of Paradiem Holding Company Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Christian Community Foundation Inc | Public charity | $617M | 03/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 999 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
Custody
Reported custodians
- Charles Schwab & Co. $476M (98% of AUM) Jun 2026
- LPL Financial $232M (100% of AUM) Sep 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗