Paragon Investing, LLC
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
FINTRXOverview
Paragon Investing, LLC is an independent registered investment adviser that began SEC registration in 2026 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional and business clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagements. Paragon does not identify as an active ESG investor and is not listed as a multi-state adviser despite maintaining offices in more than one state.
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 Funds92%
- Exchange Traded Equities6%
- Derivatives2%
Owners & executives
1 of 1
Corey Wangler
Chief Investment OfficerCRD 6954336
Contacts
3 of 3
Trevor Young
Investment AdvisorCRD 6668484
Austin Cavanaugh
Investment Advisor RepresentativeCRD 8224694
Jonathan Carender
Managing PrincipalCRD 7297163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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