PARAGON FINANCIAL ADVISORS

PARAGON ADVISORS, L.L.C.

CRD 143721 · SEC 801-67813

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215 ROCK PRAIRIE RD., COLLEGE STATION, TX, 77845, United States

Phone

979-693-3907

Fax

979-693-6198

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.05B

Discretionary AUM

$1.05B

Team

17 total employees; 14 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	185	$79.4M
High net worth individuals	252	$870.7M
Pension/profit sharing plans	14	$47.2M
Charitable organizations	6	$47.5M
Corporations/business entities	1	$375K

States served

All web addresses on file

HTTPS://WWW.FACEBOOK.COM/PARAGONFINANCIALADVISORS
https://www.instagram.com/paragonfinancialadvisors/
https://paragon-adv.com/
https://www.linkedin.com/company/paragon-financial-advisors/

Official SEC filing: View on IAPD