# PARATUS FINANCIAL, INC.

PARATUS FINANCIAL, INC. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 133361
- Type: SEC-registered investment adviser
- SEC file number: 801-63703
- Location: 5220 MCKINNEY AVE  STE 200, DALLAS, TX, 75205
- Phone: 214-378-7400
- Latest filing: 2026-03-24
- Regulatory AUM: $757.4M
- Discretionary AUM: $271.3M
- Non-discretionary AUM: $486.2M
- Clients: 8
- Accounts: 703

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Bonnie Free Chadwick | MANAGING DIRECTOR / CCO | — |
| GRISZ BONNIE FREE | MANAGING DIRECTOR; MANAGING DIRECTOR / CCO; MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER | — |
| GRISZ MICHAEL ADAM | DIRECTOR | — |
| BURRUSS JANE ROLLIN | DIRECTOR | — |
| BACON DIANA LYNN | CHIEF COMPLIANCE OFFICER | — |
| GRISZ BONNIE A | MANAGING DIRECTOR | — |
| CHADWICK BONNIE FREE | MANAGING DIRECTOR / CCO | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-06-01 | regulatory | FAILURE TO TIMELY FILE A CLIENT RELATIONSHIP SUMMARY WITH ADV FAILURE TO TIMELY DELIVER CLIENT RELATIONSHIP SUMMARY TO RETAIL CLIENTS | Final | $98K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133361/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133361/similar
- Related entities: https://search.stillhousedata.com/firm/133361/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133361

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.