Fee-only adviser · Cabot, AR

Paladin Investment Advisors

Paladin Investment Advisors is a fee-only investment adviser registered with the securities regulator of Arkansas, with its main office in Cabot, Arkansas. On its latest Form ADV, filed March 31, 2026, it reports $47M in regulatory assets under management, 413 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationState-registered: Arkansas
Firm CRD number315305
Office909 S. Pine Street Suite B
Cabot, AR 72023
Phone(501) 422-6868
WebsiteNot listed
Regulatory assets under management$47M
Individual clients413 non-high-net-worth, 0 high-net-worth
Financial planning clients251-500
How it chargesPercentage of assets
ServicesPortfolio management
Employees4
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 31, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • It sponsors or manages a wrap fee program; ask what the bundled fee covers.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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