Paradiem, LLC

Overview

Paradiem, LLC is an SEC registered investment adviser based in Covington, LA, registered since 2017. It reports $483M in assets under management across 325 accounts, with 14 employees. It has 8 investment adviser representatives.

Reported AUM

$483M

Discretionary

98%

Accounts

325

Average account

$1.5M

Employees

14

Advisory reps

8

Registered since

2017

Jurisdictions

11

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Eric Lee Dunavant Managing Member, President CRD 3255295
• Ray Marie Fenger Chief Compliance Officer, Director of Operations CRD 6793275

Advisory reps 3 of 8

• Milton Drew Brown Investment Adviser Rep CRD 8222049
• Carl Wayne Drury Investment Adviser Rep CRD 6063550
• Eric Lee Dunavant Insurance Agent · Investment Adviser Rep CRD 3255295

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

510 N Jefferson Ave
Covington, LA 70433

County

Saint Tammany

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: paradiem.org

Every state, with registration dates

Similar firms near Covington

• Beam Wealth Advisors, Inc.Covington, LA$1.6B AUM
• Asset Planning Services IncCovington, LA$366M AUM
• Pelican Advisory LLCCovington, LA$119M AUM
• Advocacy Financial LLCCovington, LA$103M AUM
• Live Oak Wealth Management, LLCCovington, LA$57M AUM