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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARADIEM, LLC

CRD 158200

COVINGTON, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5b8d9d71-a2fb-ed69-920a-cd7011ab0328

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 9
On other graphs: 0
Observed: Jun 29, 2017 to Sep 15, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $483MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $476M
Private client RAUM: $469MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $60.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 6
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 325
Individual clients: 110
High net worth clients: 30
Custody, client assets: $920,798
SEC number: 801-110924
CIK: 1733356
CRD: 158200
Filings on the tape: 41
First filed: Jun 29, 2017
Latest filed: Sep 15, 2026
Organised: Limited Liability Company, LA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC LEE DUNAVANT	Certified Financial Planner	COVINGTON, LA	14	26	1	no
CARL WAYNE DRURY	n/a	COVINGTON, LA \| Fishers, IN	12	14	1	no
SANDRA E TACKETT	n/a	COVINGTON, LA	11	18	1	no
DANIELLE RENEE WAUCHOPE	n/a	COVINGTON, LA \| STATEN ISLAND, NY	5	12	1	no
Matthew Brennan Sullivan	n/a	COVINGTON, LA	1	11	n/a	no
Caleb Whiteside Kelso	n/a	COVINGTON, LA	1	11	n/a	no
Carson Avery Rich	n/a	COVINGTON, LA	0	12	n/a	no
Milton Drew Brown	n/a	COVINGTON, LA	0	21	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DUNAVANT, ERIC, LEE	MANAGING MEMBER, OWNER	E	yes	01/2022	Jun 29, 2017	Nov 5, 2024
FENGER, RAY, MARIE	CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS	Na	yes	11/2023	Nov 8, 2023	Nov 5, 2024
PARADIEM HOLDING COMPANY LLC	MANAGING MEMBER	E	yes	01/2022	Jan 31, 2022	Nov 5, 2024
SCHULER, KRISTINA, BROWN	CHIEF INVESTMENT OFFICER	Na	yes	11/2023	Nov 8, 2023	Nov 5, 2024
DUNAVANT, ERIC, LEE	MANAGING MEMBER AND PRESIDENT	Na	no	08/2007	Jun 29, 2017	Nov 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$483M	$476M	14	5	2	n/a	n/a
2024	Apr 7, 2025	$466M	$456M	18	8	2	n/a	n/a
2023	Mar 25, 2024	$420M	$412M	13	9	2	n/a	n/a
2022	Mar 14, 2023	$338M	$337M	12	6	2	n/a	n/a
2021	Jan 31, 2022	$430M	$429M	11	7	2	n/a	n/a
2020	Feb 26, 2021	$307M	$306M	9	6	2	n/a	n/a
2019	Mar 18, 2020	$241M	$226M	8	6	2	n/a	n/a
2018	Mar 19, 2019	$182M	$182M	8	5	1	n/a	n/a
2017	Mar 26, 2018	$232M	$106M	8	6	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	12.5%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$483M	$466M	3.7%	$338M	12.7%	14	18	2	2

Relationships

Registered with (10)

← Carson Avery RichAdvisorregistration: current employment
Jun 5, 2026 to presentfactForm ADV
← Caleb Whiteside KelsoAdvisorregistration: current employment
May 19, 2025 to presentfactForm ADV
← Matthew Brennan SullivanAdvisorregistration: current employment
Apr 2, 2025 to presentfactForm ADV
← DANIELLE RENEE WAUCHOPEAdvisorregistration: current employment
Feb 28, 2021 to presentfactForm ADV
← SANDRA E TACKETTAdvisorregistration: current employment
Oct 22, 2014 to presentfactForm ADV
← CARL WAYNE DRURYAdvisorregistration: current employment
Jul 17, 2014 to presentfactForm ADV
← ERIC LEE DUNAVANTAdvisorregistration: current employment
Sep 28, 2011 to presentfactForm ADV
← KRISTINA BROWN SCHULERAdvisorregistration: previous registration
May 11, 2021 to Dec 31, 2025factForm ADV
← Dakota P TaylorAdvisorregistration: previous registration
Jun 30, 2023 to Jul 19, 2024factForm ADV
← WILLIAM ANDREW STONERAdvisorregistration: previous registration
Nov 10, 2016 to Aug 8, 2022factForm ADV

Controls (4)

← DUNAVANT, ERIC, LEEOwnerMANAGING MEMBER, OWNER, ownership code E, individual
Jun 29, 2017 to Nov 5, 2024factForm ADV
← SCHULER, KRISTINA, BROWNOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Nov 8, 2023 to Nov 5, 2024factForm ADV
← FENGER, RAY, MARIEOwnerCHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS, ownership code NA, individual
Nov 8, 2023 to Nov 5, 2024factForm ADV
← PARADIEM HOLDING COMPANY LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jan 31, 2022 to Nov 5, 2024factForm ADV

Owns (1)

← DUNAVANT, ERIC, LEEOwnerMANAGING MEMBER AND PRESIDENT, ownership code NA, individual
Jun 29, 2017 to Nov 5, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2025
Advisor changed firm
Kristina Brown Schuler left Paradiem, Llc for Allied Oak Wealth, Llc (registered 2026-02-24)
Form ADVobserved 4 days ago
Occurred
Jul 19, 2024
Advisor changed firm
Dakota P Taylor left Paradiem, Llc for Cambridge Investment Research Advisors, Inc. (registered 2024-08-05)
Form ADVobserved 4 days ago
Occurred
Nov 8, 2023
Control person joined
Marie Ray Fenger (Chief Compliance Officer, Director Of Operations) appeared on Schedule A of Paradiem, Llc
Form ADVobserved 4 days ago
Occurred
Nov 8, 2023
Control person joined
Brown Kristina Schuler (Chief Investment Officer) appeared on Schedule A of Paradiem, Llc
Form ADVobserved 4 days ago
Occurred
Aug 8, 2022
Advisor changed firm
William Andrew Stoner left Paradiem, Llc for Inspire Advisors, Llc (registered 2023-08-04)
Form ADVobserved 4 days ago
Occurred
Jan 31, 2022
Regulatory AUM changed
Paradiem, Llc reported RAUM $429.8M, up 40% from $306.6M (2021-10-29 to 2022-01-31)
Form ADVobserved 4 days ago
$123M
Occurred
Mar 26, 2018
Regulatory AUM changed
Paradiem, Llc reported RAUM $232.3M, up 127% from $102.4M (2017-07-27 to 2018-03-26)
Form ADVobserved 4 days ago
$130M
Occurred
Jun 29, 2017
First Form ADV filing
E Six Thirteen And Dunavant Wealth Strategies filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 14, 2026
Milton Drew Brown registered as an investment adviser representative at Paradiem, Llc

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b8d9d71-a2fb-ed69-920a-cd7011ab0328
First observed: Jun 29, 2017
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARADIEM, LLC

CRD 158200

COVINGTON, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5b8d9d71-a2fb-ed69-920a-cd7011ab0328

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC LEE DUNAVANT

Certified Financial Planner

COVINGTON, LA

CARL WAYNE DRURY

n/a

COVINGTON, LA | Fishers, IN

SANDRA E TACKETT

n/a

COVINGTON, LA

DANIELLE RENEE WAUCHOPE

n/a

COVINGTON, LA | STATEN ISLAND, NY

Matthew Brennan Sullivan

n/a

COVINGTON, LA

n/a

Caleb Whiteside Kelso

n/a

COVINGTON, LA

n/a

Carson Avery Rich

n/a

COVINGTON, LA

n/a

Milton Drew Brown

n/a

COVINGTON, LA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DUNAVANT, ERIC, LEE

MANAGING MEMBER, OWNER

yes

01/2022

Jun 29, 2017

Nov 5, 2024

FENGER, RAY, MARIE

CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS

yes

11/2023

Nov 8, 2023

Nov 5, 2024

PARADIEM HOLDING COMPANY LLC

MANAGING MEMBER

yes

01/2022

Jan 31, 2022

Nov 5, 2024

SCHULER, KRISTINA, BROWN

CHIEF INVESTMENT OFFICER

yes

11/2023

Nov 8, 2023

Nov 5, 2024

DUNAVANT, ERIC, LEE

MANAGING MEMBER AND PRESIDENT

08/2007

Jun 29, 2017

Nov 5, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$483M

$476M

n/a

2024

Apr 7, 2025

$466M

$456M

n/a

2023

Mar 25, 2024

$420M

$412M

n/a

2022

Mar 14, 2023

$338M

$337M

n/a

2021

Jan 31, 2022

$430M

$429M

n/a

2020

Feb 26, 2021

$307M

$306M

n/a

2019

Mar 18, 2020

$241M

$226M

n/a

2018

Mar 19, 2019

$182M

n/a

2017

Mar 26, 2018

$232M

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$483M

$466M

3.7%

$338M

12.7%