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PARAGON CAPITAL MANAGEMENT
CRD 105147 · SEC 801-36249
999 18TH ST., STE 1401, DENVER, CO, 80202, United States
Phone
303-293-3680
Fax
303-293-3849
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.32B
Discretionary AUM
$1.17B
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $23.8M |
| High net worth individuals | 140 | $1.29B |
| Charitable organizations | 1 | $2.0M |
States served
AZ, CA, CO, NE, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD