Paragon Capital Management
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 105147
- Registered since
- March 23, 1990
- Website
- www.paragoncapitalco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.04%
- Individuals1.81%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Paragon Capital Management is an independent, privately owned registered investment adviser founded in 1990. The firm serves both high-net-worth individuals and family clients as well as institutional investors, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Paragon operates as a capital allocator, directing client capital to third‑party managers in addition to managing public portfolios. Its fee arrangements include asset‑based fees alongside hourly and fixed‑fee engagements. The firm identifies as an active ESG investor and was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities45%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 5
Lawrence Orgill
Financial AnalystCRD 4598662
Benjamin Michalski
Wealth Management AnalystCRD 6002691
Jay Ratterman
PartnerCRD 7664846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$275M in ETFs
69%
$190M
7%
$85.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $65M | 302,201 | 23.66% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 999 18th St
- Time zone
- MT (UTC-7)
- Office locations
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