Paragon Investing, LLC

RIASEC RegisteredEst. 2026

Total AUM

$138M

Discretionary

$82.9M

60% of AUM

Avg account

$311K

Accounts

445

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 310897
Registered since: April 2, 2026
Website: www.paragoninvesting.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.61%
Individuals26.99%
Other Investment Advisers2.89%
Corporations / Businesses0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Paragon Investing, LLC is an independent registered investment adviser organized as a limited liability company. The firm reports SEC registration in 2026 and is owned by a domestic entity and an individual. Its client mix includes individuals and families as well as institutional and business clients. Paragon provides financial planning and portfolio management services for individuals, small businesses, and larger businesses or institutions, and bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not report multi-state adviser status, pension consulting, or related-adviser affiliations.