Carl Drury
Paradiem · Covington, Louisiana
Carl Drury is a fee-only financial advisor at Paradiem in Covington, Louisiana. Carl 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.
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Specialties
Who they serve
- Founders
- Multi-generational families
- Executives
- Physicians
- Mid-life transitions
Facts
| Firm | Paradiem |
|---|---|
| Based in | Covington, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $483.4M across 325 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 6063550 |
| Exams passed | Series 65 (2012) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.paradiem.org |
| Profile |
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Questions about Carl
Is Carl Drury a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl 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 Carl charge for financial advice?
Carl's firm, Paradiem, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carl Drury based?
Carl Drury is based in Covington, Louisiana.
What does Carl specialize in?
Carl's specialties include founders (pre-exit), family wealth transfer, estate & legacy planning and small business owners. Carl works with founders, multi-generational families, executives, physicians and mid-life transitions.
Is Carl Drury registered with the SEC?
Yes. Carl Drury is registered as an investment adviser representative in IN and TX (CRD 6063550), 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 Carl Drury?
Through Carl's website, www.paradiem.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Paradiem website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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