Overview
Assets Under Management: $633 million
Headquarters: OVERLAND PARK, KS
High-Net-Worth Clients: 195
Average Client Assets: $3 million
Frequently Asked Questions
PARAGON CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108168), PARAGON CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
PARAGON CAPITAL MANAGEMENT LLC is headquartered in OVERLAND PARK, KS.
PARAGON CAPITAL MANAGEMENT LLC serves 195 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, PARAGON CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PARAGON CAPITAL MANAGEMENT LLC manages $633 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, PARAGON CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 195
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 716
Discretionary Accounts: 706
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 108168
Last Filing Date: 2025-02-25 00:00:00
Website: https://paragoncap.com