PARAGON WEALTH MANAGEMENT

PARAGON CAPITAL MANAGEMENT INC

CRD 105962 · SEC 801-45326

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3651 NORTH 100 EAST, SUITE 275, PROVO, UT, 84604-4557, United States

Phone

801-375-2500

Fax

801-370-1111

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$153.4M

Discretionary AUM

$146.0M

Team

5 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Performance-based fees

Org form

Corporation

Filing date

2026-03-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	149	$61.2M
High net worth individuals	31	$69.7M
Pooled investment vehicles	2	$17.1M
Pension/profit sharing plans	2	$4.0M
Charitable organizations	1	$1.1M
Corporations/business entities	1	$287K

States served

CA, LA, UT, TX

All web addresses on file

https://www.facebook.com/paragonwealthmanagement
http://www.paragonwealth.com/
https://www.linkedin.com/company/paragon-wealth-management/
https://x.com/ParagonWealth

Official SEC filing: View on IAPD