Paradiem, LLC
Paradiem, LLC is a registered investment adviser headquartered in Covington, Louisiana. The firm offers personalized, faith- and family-focused financial planning and investment management, targeting high-net-worth, Kingdom-minded families seeking intentional, multi-generational wealth strategies aligned with personal values. Paradiem was founded in 2007, has approximately 10-20 employees, and has been recognized among Newsweek’s America’s Top Financial Advisory Firms for 2025. The firm supports family leaders with planning for generational abundance and charitable impact.
Investment Strategy
Paradiem, LLC employs a comprehensive and highly personalized investment approach that integrates financial strategies with family systems and values, particularly for faith-oriented, high-net-worth families. Their philosophy centers on optimizing relationships, stewardship, and intentional legacy impact—striving for generational abundance and lasting prosperity. Typical services include holistic financial planning, values-based portfolio management, inheritance planning, and guidance for business exits, all designed to align wealth with purpose, foster family unity, and support charitable goals over a 100-year horizon.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LRCX | LAM RESEARCH CORP | 6.40% | $27.4M | 204,930 | $97.34 | $133.90 | +$7.4M |
T TEL | TE CONNECTIVITY PLC | 4.55% | $19.5M | 88,948 | $142.14 | $219.53 | +$2.7M |
V VLO | VALERO ENERGY CORP | 4.17% | $17.9M | 104,939 | $135.78 | $170.26 | +$9.4M |
L LMT | LOCKHEED MARTIN CORP | 3.76% | $16.1M | 32,302 | $499.21 | $499.21 | +$16.1M |
C CAT | CATERPILLAR INC | 3.68% | $15.8M | 33,089 | $255.06 | $477.15 | +$3.5M |