Firm profile

RISK PARADIGM GROUP, LLC

BURLINGTON, MACRD 155870Latest ADV March 31, 2026

Risk Paradigm Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burlington, MA. Its latest Form ADV filing, dated March 31, 2026, reports $116M in regulatory assets under management, 7 employees, 1 office, and 488 accounts.

Assets Under Management
$116M
Employees
7
Offices
1 office
Total Clients
<5
Primary office
BURLINGTON, MA
25 BURLINGTON MALL ROAD, SUITE 404, BURLINGTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid M. Gatti
CCOMaura Dickson
CFORobert D. Mccauley

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
3
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$116Mas of March 31, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$116M
Total Accounts488
10Y AUM Change$-85M (-42.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee0:1
10Y Employee Change-2 (-22.2%)

* 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.