Brian Goodstadt
Investment adviser representative at Paragon Capital Management
21 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Paragon Capital ManagementJan 2005 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Paragon Capital Management
$1.3BAssets managed
188Clients
5Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2226576
- Firm CRD
- 105147