PARAGON CAPITAL MANAGEMENT LLC

Overview

Paragon Capital Management LLC is an independent registered investment adviser formed in 1998 and organized as a limited liability company under individual ownership. The firm serves primarily individual and family clients, offering financial planning and portfolio management services for individuals, small businesses, and business or institutional entities. Its billing model is a percentage-of-assets-under-management fee. The adviser does not present itself as a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser. Its regulatory profile indicates a traditional advisory practice focused on discretionary portfolio management rather than multi-state or institutional consulting mandates.

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Location & Offices