PARAGON CAPITAL MANAGEMENT
Adviser information for PARAGON CAPITAL MANAGEMENT last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 664 | $1.0B |
| Non-Discretionary | 109 | $114.0M |
| Total | 773 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 39 | $21.4M |
| HNW Individuals | 125 | $1.1B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $925,646 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-36249 |
|---|---|
| SEC ERA File Number | 801-36249 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105147 |
| Legal Entity Identifier | None |
Principal Office
999 18TH ST., STE 1401DENVER
CO
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 303-293-3680, Fax: 303-293-3849
Websites
Chief Compliance Officer
LARRY ORGILL
MANAGING DIRECTOR
999 18TH STREET
SUITE 1401
DENVER
CO
United States
Tel:
303-293-3680
Fax:
303-293-3849
L****@*******************M
(Full email address available in API data)
Regulatory Contact
BRIAN GOODSTADT
MANAGING DIRECTOR
999 18TH STREET
SUITE 1401
DENVER
CO
United States
Tel:
3032933680
B*********@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GOODSTADT, BRIAN | Individual | – | MANAGING DIRECTOR | 09/2021 | 10-25% |
| ORGILL, LAWRENCE, ERNEST | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2021 | 10-25% |
| WILLIAMS, SHAUN, MICHAEL | Individual | – | OWNER/ADVISOR | 01/2021 | 10-25% |
| RATTERMAN, JAY, FAIRFIELD | Individual | – | OWNER/ADVISOR | 01/2022 | 10-25% |