A complete list of active advisors currently associated with Paragon Asset Management Inc.

Warmer can help you find a great advisor at Paragon Asset Management Inc. or one who fits your needs even better.

Paragon Asset Management provides discretionary asset management to individuals (including high‑net‑worth clients), businesses, corporations and charities, managing approximately $115.9 million across about 60 client accounts as of December 31, 2025. The firm charges percentage‑of‑AUM advisory fees and generally requires a $250,000 account minimum, though it retains discretion to lower or waive that minimum. Investment programs are tailored to each client’s goals, time horizon and risk tolerance, with portfolio construction informed by fundamental and technical analysis and a focus on open‑end mutual funds and ETFs. The brochure discloses the firm may use higher‑risk trading techniques and instruments (including options, margin, short sales and derivatives) and aggregates ETF trades across client and personal accounts. Distinctive operational features include a long track record (founded in 1992) and a single‑advisor structure, a requirement that clients use a specified broker‑dealer, no participation in wrap fee programs, and an absence of performance‑based fees. The firm does not vote proxies on clients’ behalf (clients receive proxy materials directly), and its principal maintains an external consulting practice occupying roughly 10% of their time, a relationship disclosed and described as mitigated by firm procedures.

To learn more about the advisors currently working at Paragon Asset Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.