# Caleb Kelso

> Caleb Kelso is a fee-only financial advisor at Paradiem in Covington, Louisiana. Caleb focuses on founders (pre-exit), family wealth transfer and estate & legacy planning. Paradiem reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/caleb-kelso/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paradiem
- **Based in:** Covington, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $483.4M across 325 accounts
- **Specialties:** Founders (pre-exit), Family wealth transfer, Estate & legacy planning, Small business owners
- **Works with:** Founders, Multi-generational families, Executives, Physicians, Mid-life transitions
- **CRD:** 8076928 (https://adviserinfo.sec.gov/individual/summary/8076928)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.paradiem.org

## Frequently asked questions

### Is Caleb Kelso a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Paradiem reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Caleb charge for financial advice?

Caleb's firm, Paradiem, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Caleb Kelso based?

Caleb Kelso is based in Covington, Louisiana.

### What does Caleb specialize in?

Caleb's specialties include founders (pre-exit), family wealth transfer, estate & legacy planning and small business owners. Caleb works with founders, multi-generational families, executives, physicians and mid-life transitions.

### Is Caleb Kelso registered with the SEC?

Yes. Caleb Kelso is registered as an investment adviser representative in LA and TX (CRD 8076928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paradiem manage?

Paradiem reports $483.4M across 325 accounts in assets under management.

### How do I contact Caleb Kelso?

Through Caleb's website, www.paradiem.org.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8076928): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://paradiem.org/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.