Paratus Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 24, 2026, reports $757M in regulatory assets under management, 8 employees, and 703 accounts.
Assets Under Management
$757M
Employees
8
Offices
--
Total Clients
88
Primary office
DALLAS, TX
5220 MCKINNEY AVE STE 200, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.3% of total clients.
Top client categories% of clientsClients
1
HNWI
77.3%
68
2
Individuals
21.6%
19
3
Pension Plans
1.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$757Mas of March 24, 2026
Discretionary35.8%
$271M
36% of total RAUM35.8%
Non-discretionary64.2%
$486M
64% of total RAUM64.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$757M
Total Accounts703
10Y AUM Change$-721M (-48.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee11:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.