A complete list of active advisors currently associated with Paragon Capital Management LLC

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

Paragon Capital Management LLC provides discretionary asset management and integrated financial planning to individuals, high‑net‑worth clients, foundations, trusts and estates. The firm also offers retirement and estate planning and acts as a sub‑advisor to unaffiliated primary advisors through the Schwab Advisor Marketplace. Paragon emphasizes continuous, ongoing account supervision and primarily uses fundamental analysis to build portfolios of individual stocks, ETFs, mutual funds, fixed income and structured products, typically holding positions for more than a year while rebalance and shorter‑term trades occur as needed. Investment programs are tailored to client objectives and risk tolerance across a spectrum from income and capital preservation to aggressive growth. With eight advisors managing approximately $739.8 million for about 350 clients, Paragon is larger than many team firms and discloses participation in Schwab referral and custody arrangements that can give rise to conflicts of interest. The firm also employs third‑party providers for proxy voting (Proxytrust) and class‑action claim filing (Chicago Clearing Corporation) and documents practices around mutual‑fund share‑class selection and the use of structured or alternative strategy funds in its ADV.

To learn more about the advisors currently working at Paragon Capital Management LLC, 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.