Paragon Financial Advisors
Firm details
- Headquarters
- College Station, Texas
- CRD number
- 143721
- Registered since
- May 16, 2007
- Website
- paragon-adv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.3%
- Individuals7.6%
- Charitable Organizations4.55%
- Pension & Profit Sharing Plans4.52%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Paragon Financial Advisors is an independent, SEC-registered RIA organized as an LLC and operating since 2007. The firm serves both individual & family and institutional clients, charging a mix of percentage-of-AUM and fixed fees for advisory relationships. Paragon provides financial planning, portfolio management for individuals, small businesses and institutions, and acts as a capital allocator by selecting third-party managers. It also publishes periodicals and runs educational seminars and workshops. Paragon does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities18%
- Private Funds13%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1
Robert Calhoun
Chief Investment OfficerCRD 6413899
Contacts
3 of 10
Matthew Lee
Financial AdvisorCRD 8092759
Stephen Mcgee
Principal & Lead Financial PlannerCRD 6408895
Caleb Russell
Lead AdvisorCRD 6315328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$196M in ETFs
69%
$136M
31%
$60.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $68.4M | 287,831 | 34.83% |
Location
College Station, TX
Brazos
Location
College Station, TX
Headquartered in College Station, TX, in the South of the United States.
- Region
- South
- County
- Brazos
- Address
- 215 Rock Prairie Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Briaud Financial Advisors
RIACollege Station, TX
Smith & Wyatt
RIACollege Station, TX
TDC Capital Advisors, Inc.
RIACollege Station, TX
Traditions Wealth Advisors, LLC
RIACollege Station, TX
Bayou City Energy
RIAHouston, TX
Biglari Capital Corp.
RIASan Antonio, TX