Overland Park, KS logo

Overland Park, KS Office

Team
Updated today
Paragon Capital Management LLC logo

Paragon Capital Management LLC

Team

Firm-wide stats for Paragon Capital Management LLC

Total advisors

9

Across 4 offices

Clients per advisor

39 Low

Avg AUM per client

$2,113,659 High

HNW client ratio

62% Very High

About

Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management alongside integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm manages client accounts through a written advisory agreement and delivers ongoing supervision and rebalancing within custodial accounts held at a qualified custodian.

Investment decisions are primarily driven by fundamental analysis and are implemented across a mix of individual equities, ETFs, mutual funds, fixed income, structured products and cash, with portfolios tailored to client objectives ranging from income preservation to aggressive growth. Paragon may use third‑party sub‑advisors for specialist strategies (including alternative or long/short approaches) and typically holds positions for longer time horizons while rebalancing as client needs or market conditions warrant.

What is notable about Paragon relative to many peers is its dual role in the Schwab ecosystem: it both participates in the Schwab Advisor Network for referrals and acts as a sub‑advisor through the Schwab Advisor Marketplace to unaffiliated private advisors. The firm also outsources proxy research and voting to an independent provider and discloses a willingness to use structured products, alternative strategy funds, and, when appropriate, mutual‑fund share classes that include 12b‑1 fees as part of overall portfolio-level considerations.

Based on Paragon Capital Management LLC

Expertise

Wealth management Active portfolio management Private / alternative investments Retirement income strategy

Based on Paragon Capital Management LLC

Location

9200 Indian Creek Pkwy, Suite 600

Overland Park KS 66210

Advisors at this office

6

Advisors at this office

user avatar

Richard H

CFA®

Overland Park, KS

Paragon Capital Management LLC

Richard Heidemann Jr. is a CFA® charterholder with nine years of experience in the financial industry, currently serving as an advisor at Paragon Capital Management LLC since 2017. Prior to joining Paragon, he worked at Waddell & Reed for one year. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside comprehensive financial planning and estate-planning support. The firm emphasizes fundamental analysis and a diversified investment approach, incorporating equities, ETFs, fixed income, and alternative strategies tailored to client objectives.

Wealth management Active portfolio management Private / alternative investments Retirement income strategy
user avatar

Daniel G

Series 65

Overland Park, KS

Paragon Capital Management LLC

Daniel Green is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Paragon, he was a student athlete and briefly played in the Canadian Football League. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach is primarily based on fundamental analysis, utilizing a range of asset types tailored to client objectives.

Wealth management Active portfolio management Private / alternative investments Retirement income strategy
user avatar

Tyler N

Series 65

Overland Park, KS

Paragon Capital Management LLC

Tyler Novorr is a financial advisor with Paragon Capital Management LLC, holding a Series 65 designation and beginning his career in 2026. Prior to joining Paragon, he held roles at the University of Kansas, Charles Schwab, and American Century Investments. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside comprehensive financial planning and estate-planning support. The firm employs fundamental analysis to manage portfolios tailored to client objectives and participates in the Schwab Advisor Network and Schwab Advisor Marketplace.

Wealth management Active portfolio management Private / alternative investments Retirement income strategy
user avatar

Craig N

Series 65

Overland Park, KS

Paragon Capital Management LLC

Craig Novorr is a financial advisor at Paragon Capital Management LLC with 20 years of industry experience. He holds a Series 65 designation and has been with Paragon since 2006. Outside of his advisory role, he serves as a trustee of family trusts and holds a real estate broker license. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, offering discretionary portfolio management combined with financial planning and estate-planning support. The firm’s investment approach emphasizes fundamental analysis and tailored portfolios across a range of asset types, with a notable role within the Schwab Advisor Network and Schwab Advisor Marketplace.

Wealth management Active portfolio management Private / alternative investments Retirement income strategy
user avatar

Brady H

Series 65

Overland Park, KS

Paragon Capital Management LLC

Brady Hogan is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at American Century Investments and Alan George, LLC, as well as experience in retail operations. Paragon Capital Management serves individual and high-net-worth clients, foundations, trusts, and estates by providing discretionary portfolio management and integrated financial planning. The firm’s investment approach centers on fundamental analysis and includes a range of asset types, with portfolios tailored to varying client objectives and leveraging third-party sub-advisors for specialist strategies.

Wealth management Active portfolio management Private / alternative investments Retirement income strategy
user avatar

Eugene P

Series 63, Series 65

Overland Park, KS

Paragon Capital Management LLC

Eugene Pal Jr. is an advisor at Paragon Capital Management LLC with four years of industry experience. He holds Series 63 and Series 65 designations and has operated The Pal Law Firm LLC since 2011, focusing on estate planning, charitable planning, and tax matters. He is also involved in managing an e-commerce retail business. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management along with integrated financial planning, retirement strategy, asset allocation, and estate-planning support. The firm employs fundamental analysis across a diversified mix of investment vehicles and participates in the Schwab Advisor Network and Schwab Advisor Marketplace.

Wealth management Active portfolio management Private / alternative investments Retirement income strategy
View complete list of advisors at this office
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