Paradigm Funds Advisor Llc
- Regulatory AUM
- $305M
- Discretionary
- $305M
- Clients
- 3
- Avg AUM / client
- $102M
- Accounts
- 3
- Employees
- 12
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 |
|---|---|---|---|
| Investment companies | 3 | $305M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Candace King Weir | Shareholder/Director/Ceo/Cio/Portfolio Manager | Jul 2005 (21y) | 50% – 75% | |
| Weir, Katherine, Broussard | Shareholder | Jul 2005 (21y) | 10% – 25% | |
| Benton, Robert, Albert | Senior Vice President, Chief Financial Officer, Director | Jan 2007 (20y) | Less than 5% | |
| Florio, Carl, Anthony | Director And Vice Chairman | Jan 2008 (19y) | Less than 5% | |
| Amelia Farley Weir | Shareholder/Director/Senior Vice President/Portfolio Manager | Sep 2008 (18y) | 10% – 25% | |
| Miller, Gregg, Alan | Chief Compliance Officer | Dec 2022 (4y) | Less than 5% |
Undisclosed: 0% – 30% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗