Caleb Whiteside Kelso
Investment adviser representative at Paradiem, LLC
11 yearsExperience
2 statesRegistered in
$483.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Paradiem, LLCJul 2025 to now
- Next Level BlendingJul 2022 to Apr 2025
- Tyson FoodsJan 2021 to May 2022
- University of Arkansas- FayettevilleAug 2018 to May 2022
- Jim Ned High SchoolAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Paradiem, LLC
$483.4MAssets managed
140Clients
8Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8076928
- Firm CRD
- 158200