Overview
Assets Under Management: $138 million
High-Net-Worth Clients: 62
Average Client Assets: $1.6 million
Frequently Asked Questions
PARAGON INVESTING, 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 #310897), PARAGON INVESTING, LLC is subject to fiduciary duty under federal law.
PARAGON INVESTING, LLC serves 62 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, PARAGON INVESTING, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PARAGON INVESTING, LLC manages $138 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, PARAGON INVESTING, 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: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.61%
Average Client Assets: $1.6 million
Total Client Accounts: 445
Discretionary Accounts: 312
Non-Discretionary Accounts: 133
Regulatory Filings
CRD Number: 310897
Filing ID: 2060141
Last Filing Date: 2026-03-03 14:11:29