Overland Park, KS Office
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Paragon Capital Management LLC
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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
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
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