Paragon Capital Management LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 108168
- Registered since
- August 18, 1998
- Website
- www.paragoncap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.52%
- Individuals9.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Paragon Capital Management LLC is an independent registered investment adviser organized as an LLC and in operation since 1998. The firm is owner-managed and charges advisory fees as a percentage of assets under management. Its client mix focuses on individuals and families; core services listed on filings include financial planning and portfolio management for individuals, small businesses, and businesses or institutions. Paragon does not report active ESG investing, is not designated as a multi-state adviser on its filing, and is not structured as a capital allocator or pension consultant.
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
- Other59%
- Exchange Traded Equities28%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
1 of 1
Craig Novorr
President and Chief Investment OfficerCRD 5204893
Contacts
3 of 7
Brady Hogan
Associate Financial PlannerCRD 7901587
Daniel Green
AssociateCRD 8189708
Guerry Harris
Wealth AdvisorCRD 2312550
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$30.2M in ETFs
100%
$30.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $21.9M | 53,446 | 72.56% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 9200 Indian Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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