SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Paragon Capital Management LLC
Overland Park, KS
CRD 108168
Firm filing updated July 20, 2026 ·
- $739.8MAssets
- 350Clients
- 8Advisory staff
- 785Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals216
- Individuals134
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 134 | $70.1 million |
| High net worth individuals | 216 | $669.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$739.8 million
- Accounts785
- Discretionary$739.6 million · 775 accounts
- Non-discretionary$215,352 · 10 accounts
People
- Employees10
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108168, SEC file 801-55805.
- Registered with the SEC as an investment advisor (status date on record: August 18, 1998).
Is Paragon Capital Management LLC a fiduciary?
Short answer: Paragon Capital Management LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.