Paragon Asset Management Inc.

RIASEC Registered

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$1.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Orinda, California
CRD number: 107863
Registered since: February 18, 2025
Website: www.paragonam.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI89.06%
Individuals10.35%
Pension & Profit Sharing Plans0.6%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Paragon Asset Management Inc. is an independent, privately owned registered investment adviser that focuses on portfolio management for individuals, small businesses, and institutional clients. The firm is SEC-registered (registration year: 2025) and charges fees as a percentage of assets under management. Its client base is concentrated among individuals and families. Paragon does not position itself as a capital allocator, does not identify as an active ESG investor, and its filings do not indicate multi-state adviser status, pension consulting, or related-adviser arrangements.