Shaun Michael Williams
Investment adviser representative at Paragon Capital Management
13 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$1.3BFirm assets
Are you Shaun Michael Williams? Claim your profile
Contact this firm
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
13 years in the industry.
- Paragon Capital ManagementNov 2022 to now
- Paragon Capital Mgmt LtdMay 2020 to now
- Altitude ManagementApr 2014 to now
- Janus Distributors LLCMay 2013 to May 2020
- Janus Management Holdings CorpMay 2013 to May 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
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
- 4690554
- Firm CRD
- 105147