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, privately owned registered investment adviser that has operated since 1990. The firm serves high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Paragon bills through a mix of percentage‑of‑AUM fees as well as hourly and fixed fees, and it acts as a capital allocator that places client capital with external managers when appropriate. The firm identifies as an active ESG investor and was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 5LAWRENCE ORGILL
Financial AnalystCRD 4598662
BENJAMIN MICHALSKI
Wealth Management AnalystCRD 6002691
JAY RATTERMAN
PartnerCRD 7664846
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$275M in ETFs
69%
$190M
7%
$85.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $65M | 302,201 | 23.66% |
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
Similar firms
CAPITAL INVESTMENT COUNSEL, LLC
RIADENVER, CO
OPHIR ASSET MANAGEMENT US LLC
RIADENVER, CO
THE INSTITUTE
RIADENVER, CO
SAGARD REAL ESTATE ADVISORS
RIADENVER, CO
SACHEM HILL LLC
RIADENVER, CO
CRUSONIA WEALTH ADVISORS LLC
RIADENVER, CO