Paragon Capital Advisors, LLC

Overview

Paragon Capital Advisors, LLC operates as a small, client-focused advisory firm that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base made up largely of individual and family relationships. Paragon tilts its implementation toward pooled public funds and mutual funds rather than direct-stock concentrated strategies, and its regulatory filings indicate the firm manages client assets on a non-discretionary basis. The adviser is not positioned as an ESG-focused allocator, and its activity profile does not indicate broad multi-state or institutional pension consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices