# PALADIN ADVISORY GROUP, LLC

PALADIN ADVISORY GROUP, LLC of CLIVE, IA is an SEC-registered investment adviser.

## Registration

- CRD: 285303
- Type: SEC-registered investment adviser
- SEC file number: 801-112430
- Location: 13375 UNIVERSITY AVENUE, SUITE 300, CLIVE, IA, 50325
- Phone: 515-348-6080
- Latest filing: 2026-03-05
- Regulatory AUM: $279.8M
- Discretionary AUM: $279.8M
- Clients: 3
- Accounts: 298

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Clark William | MANAGING MEMBER, CIO, CCO | Austin, TX |
| Bradley William Clark | MANAGING MEMBER, CIO, CCO | — |
| Adam Charles Bormann | MANAGING MEMBER | — |
| PRATT RONNIE EUGENE | MANAGING MEMBER | — |
| MINKLER DEBRA JEAN | MANAGING MEMBER | — |
| BORMANN ADAM CHARLES | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285303/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285303/similar
- Related entities: https://search.stillhousedata.com/firm/285303/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285303

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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.