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Paradiem, LLC

Multifamily office listing in Covington, Louisiana, United States.

  • SEC-registered
Regulatory AUM
$483 million
Employees
14
Clients
11-25
SEC CRD
158200

Paradiem, LLC is a Covington, Louisiana family office and investment advisory firm serving families with multigenerational wealth planning and portfolio management.1

Overview

Paradiem describes itself as a Registered Investment Advisor. Its family office work coordinates financial, administrative, estate, tax, succession, and family planning needs.23

Leadership

Eric L. Dunavant is President and Founder. The firm says he has more than two decades of financial-services experience and is a Certified Financial Planner™ and Qualified Kingdom Advisor™. Drew Brown is CEO, Dani Wauchope is Chief Planning Strategist, and Ray Marie Fenger is Chief Compliance Officer and Director of Operations.910

The team also includes Thea Lowery, Chief Relational Strategist; Carl Drury, Senior Planning Strategist; and Carson Rich, Senior Research & Trading Associate.11

Services

Paradiem’s Family Capital Architecture process includes a Family Capital Assessment, Family Capital Gap Analysis, and Family Capital Blueprint. Its work includes business-owner transition planning, next-generation preparation, family vision and alignment, estate and legacy planning, and coordination with legal, tax, investment, and planning professionals.68

The firm’s investment advisory service focuses on owning excellent companies with intention. It uses owner-minded analysis, simplicity, and research to guide investment decisions.4

What the firm offers

  • Investment management
  • Tax planning
  • Family governance and education
  • Administration and bill pay

Client Focus

Paradiem primarily serves business owners, families building generational wealth, multigenerational businesses and families, executives and professionals, and people experiencing major financial transitions. The firm says it works with a small number of families and begins relationships with a complimentary Family Capital Assessment.712

Approach

Paradiem says its “Return on Intention” philosophy aligns financial resources with family values, relationships, and legacy. The firm reports that its investment approach is designed for long-term ownership and preparing capital to support families across generations.513

By the numbers

Regulatory AUM by year$0K$133M$266M$399M$532M201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158200. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2017$102 million$102 million$0
2018$232 million$106 million$126 million
2019$182 million$182 million$0
2020$241 million$226 million$15 million
2021$307 million$306 million$765,131
2022$430 million$429 million$910,869
2023$338 million$337 million$881,458
2025$466 million$456 million$10 million
2026$483 million$476 million$7 million
Average AUM per client by year$0K$950K$2M$3M$4M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158200. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$2 million
2020$2 million
2021$2 million
2022$3 million
2023$2 million
2025$3 million
2026$3 million
Clients by type (2026)Individuals110High net worth individuals30
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158200. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals110
High net worth individuals30
Employees by year05101621201720182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 158200. As of .
Employees reported on Form ADV
YearEmployees
20179
20188
20198
20208
20219
202211
202312
202519
202614

FAQs

What does Paradiem’s family office service cover?

It coordinates financial, administrative, estate, tax, succession, and family planning needs, including transition planning, next-generation preparation, family alignment, and legacy planning.38

Who does Paradiem serve?

Its stated client focus includes business owners, families building generational wealth, multigenerational businesses and families, executives and professionals, and people experiencing major financial transitions.7

How does a family begin working with Paradiem?

The firm says it begins relationships with a complimentary Family Capital Assessment.12

  • LocationMultifamily offices in Louisiana

    Use this Louisiana directory to compare firms serving families in the state, including providers outside Covington. It can help a reader place Paradiem's investment management, tax planning, governance education, and bill pay services within the local market while considering geography, family needs, and multigenerational planning preferences.

  • Network siteCapitalGainsTax.com

    CapitalGainsTax.com offers plain language guides on capital gains taxes and planning approaches. A family or business owner can use these materials to prepare questions about portfolio changes, concentrated holdings, charitable giving, and tax coordination when evaluating an advisory relationship in Louisiana.

  • Network siteFamilyOffices.com

    FamilyOffices.com provides articles and community resources focused on single family offices and wealthy families. Readers can use it to learn how families organize investment oversight, education, governance, and household administration, then compare those needs with the services described for a Covington based advisory firm.

  • DataMFO registration status data

    Registration status data on MultifamilyOffices.com gives readers a way to check how listed firms identify their regulatory registration and operating details. That information can support due diligence questions about investment management, advisory scope, and which responsibilities a family may want handled through an ongoing relationship.

  • Similar firmsArgent Family Wealth Services
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    Reviewing Argent Family Wealth Services, Acropolis Capital Partners, and Allium Financial Advisors, LLC gives prospective clients additional comparison points. Their profiles can help a Louisiana family or business owner contrast service descriptions, client focus, and approaches to investment management, planning, and family administration before arranging conversations.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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