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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

PARADIGM FINANCIAL ADVISORS LLC

CRD 108090

DES PERES, MO

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:756cd9e4-6e49-38a2-bcf5-022a8da41763

Data as of Mar 23, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Dec 20, 2011 to Mar 23, 2022
25 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $548MItem 5.F on the latest filing (2022-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $460M
Private client RAUM: $526MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 12
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,322
Individual clients: 65
High net worth clients: 260
SEC number: 801-54603
CRD: 108090
Filings on the tape: 25
First filed: Dec 20, 2011
Latest filed: Mar 23, 2022
Organised: Limited Liability Company, Missouri

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
REDING, JAMES, TODD	MANAGING MEMBER/PRINCIPAL	E	yes	12/2011	Dec 20, 2011	Mar 23, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
THE REDING LAW FIRM, LLC	n/a	n/a	n/a	N	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 29, 2021	$548M	$460M	13	4	0	n/a	n/a
2019	Mar 12, 2020	$505M	$426M	11	5	0	n/a	n/a
2018	Jan 23, 2019	$444M	$390M	11	5	0	n/a	n/a
2017	Mar 15, 2018	$474M	$406M	11	5	0	n/a	n/a
2016	Mar 6, 2017	$406M	$338M	5	5	n/a	n/a	n/a
2015	Feb 25, 2016	$343M	$276M	5	5	n/a	n/a	n/a
2014	Feb 26, 2015	$337M	$262M	5	4	n/a	n/a	n/a
2013	Feb 13, 2014	$291M	$217M	5	4	n/a	n/a	n/a
2012	Mar 11, 2013	$212M	$117M	5	4	n/a	n/a	n/a
2011	Mar 26, 2012	$109M	$18.1M	n/a	n/a	n/a	n/a	n/a

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
2020	$548M	$505M	8.5%	$474M	5.0%	12	11	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CREATIVE PLANNING	2	Mar 28, 2022	Jan 7, 2022	DES PERES, MO	Team lift out	RIA to RIA	100.0%

Relationships

Controls (1)

← REDING, JAMES, TODDOwnerMANAGING MEMBER/PRINCIPAL, ownership code E, individual
Dec 20, 2011 to presentfactForm ADV

Affiliated with (1)

← PARADIGM WEALTH ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (5)

← Zachary Wayne BradfordAdvisorregistration: previous registration
Dec 9, 2020 to Mar 28, 2022factForm ADV
← Melissa Marie YostAdvisorregistration: previous registration
Nov 2, 2019 to Mar 28, 2022factForm ADV
← RYAN E POWERSAdvisorregistration: previous registration
Sep 11, 2012 to Jan 4, 2021factForm ADV
← BRADLEY A COMBSAdvisorregistration: previous registration
Apr 14, 2011 to Aug 21, 2019factForm ADV
← MATTHEW ROBERT SCHALLERAdvisorregistration: previous registration
Sep 30, 2015 to Jun 26, 2019factForm ADV

Moved with (1)

→ CREATIVE PLANNINGRegistered adviser2 advisors, team lift out, same day
Mar 28, 2022 to Jan 7, 2022factForm ADV

Dated events

Occurred
Mar 28, 2022
Team lift-out
2 advisors left Paradigm Financial Advisors LLC (Des Peres, MO) for Creative Planning on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 28, 2022
Advisor changed firm
Zachary Wayne Bradford left Paradigm Financial Advisors Llc for Creative Planning (registered 2022-01-07)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2022
Advisor changed firm
Melissa Marie Yost left Paradigm Financial Advisors Llc for Creative Planning (registered 2022-01-05)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:756cd9e4-6e49-38a2-bcf5-022a8da41763
First observed: Dec 20, 2011
Last observed: Mar 23, 2022 54 months 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.

PARADIGM FINANCIAL ADVISORS LLC

CRD 108090

DES PERES, MO

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:756cd9e4-6e49-38a2-bcf5-022a8da41763

Data as of Mar 23, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

REDING, JAMES, TODD

MANAGING MEMBER/PRINCIPAL

yes

12/2011

Dec 20, 2011

Mar 23, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

THE REDING LAW FIRM, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 29, 2021

$548M

$460M

n/a

2019

Mar 12, 2020

$505M

$426M

n/a

2018

Jan 23, 2019

$444M

$390M

n/a

2017

Mar 15, 2018

$474M

$406M

n/a

2016

Mar 6, 2017

$406M

$338M

n/a

2015

Feb 25, 2016

$343M

$276M

n/a

2014

Feb 26, 2015

$337M

$262M

n/a

2013

Feb 13, 2014

$291M

$217M

n/a

2012

Mar 11, 2013

$212M

$117M

n/a

2011

Mar 26, 2012

$109M

$18.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$548M

$505M

8.5%

$474M

5.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CREATIVE PLANNING

Mar 28, 2022

Jan 7, 2022

DES PERES, MO

Team lift out

RIA to RIA

100.0%