Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know

Shareholder · Paradigm Funds Advisor LLC

Katherine B. Weir

CRD 1497339 · Named on Form ADV at one SEC-registered adviser

At a glance

Paradigm Funds Advisor LLC, an SEC-registered asset manager based in Albany, NY with $305 million in regulatory assets, lists Katherine B. Weir on its Form ADV as Shareholder.

Firms and roles

AtlasMembers

Katherine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
Locked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Candace K. WeirShareholder/director/ceo/cio/portfolio Manager, Paradigm Funds Advisor LLC
  • Amelia F. WeirShareholder/director/senior Vice President/portfolio Manager, Paradigm Funds Advisor LLC
  • Carl A. FlorioDirector and Vice Chairman, Paradigm Funds Advisor LLC
  • Peter J. McMillenSenior Vice President Chief Financial Officer, Paradigm Funds Advisor LLC
  • Richard J. GimonChief Compliance Officer, Paradigm Funds Advisor LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.