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PARAGON CAPITAL MANAGEMENT
CRD 105147File 801-36249
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.32B
Above cohort median (national)
Discretionary AUM
$1.17B
Non-discretionary $144.6M
Clients
188
984 accounts
Employees
6
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 23, 1990
- Principal office
- 999 18TH ST., STE 1401, DENVER, CO, 80202
- Phone
- 303-293-3680
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.32B
- Discretionary AUM
- $1.17B
- Non-discretionary AUM
- $144.6M
- Discretionary accounts
- 829
- Non-discretionary accounts
- 155
- Total accounts
- 984
- AUM per client
- $7.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.0M |
| High net worth individuals | 140 | $1.29B |
| Individuals (other than high net worth individuals) | 47 | $23.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 185 | 188 | increased by3 |
| Apr 1, 2026 | AUM | $1,249,154,038 | $1,316,232,312 | increased by$67,078,274 |
| Apr 1, 2026 | Accounts | 845 | 984 | increased by139 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 157 | 185 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,423,044,284 | $1,249,154,038 | decreased by$173,890,246 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 701 | 845 | increased by144 |
| Apr 1, 2022 | Clients | 155 | 157 | increased by2 |
| Apr 1, 2022 | AUM | $1,115,930,463 | $1,423,044,284 | increased by$307,113,821 |
| Apr 1, 2022 | Accounts | 682 | 701 | increased by19 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARAGON CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARAGON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.