Paragon Capital Management
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 105147
- Registered since
- March 23, 1990
- Website
- www.paragoncapitalco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.04%
- Individuals1.81%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Paragon Capital Management is an independent registered investment adviser organized as a corporation and registered with the SEC in 1990. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fees include asset-based charges as well as hourly and fixed-fee arrangements. Paragon reports being active on ESG considerations and was recognized by FA Magazine as a Top RIA Firm in 2020.
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 Funds47%
- Exchange Traded Equities45%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
3 of 5
Lawrence Orgill
Financial AnalystCRD 4598662
Brian Goodstadt
Managing PartnerCRD 2226576
Benjamin Michalski
Wealth Management AnalystCRD 6002691
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$290M in ETFs
69%
$201M
7%
$89.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $67.6M | 289,619 | 23.26% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 999 18th St
- Time zone
- MT (UTC-7)
- Office locations
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