Paragon Capital Management LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 108168
- Registered since
- August 18, 1998
- Website
- www.paragoncap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.52%
- Individuals9.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Paragon Capital Management LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 1998) and focuses on serving individual and family clients through fee-based relationships (percentage of assets under management). Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutional/business clients. The firm is not positioned as an ESG specialist and is not identified as a multi-state or pension consultant adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Other59%
- Exchange Traded Equities28%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$30.2M in ETFs
100%
$30.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $21.9M | 53,446 | 72.56% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 9200 Indian Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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