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PARAGON WEALTH MANAGEMENT
Legal name: PARAGON CAPITAL MANAGEMENT INC
CRD 105962File 801-45326
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$153.4M
Bottom 25% of cohort (national)
Discretionary AUM
$146.0M
Non-discretionary $7.4M
Clients
186
451 accounts
Employees
5
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 8, 1993
- Principal office
- 3651 NORTH 100 EAST, SUITE 275, PROVO, UT, 84604-4557
- Phone
- 801-375-2500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.4M
- Discretionary AUM
- $146.0M
- Non-discretionary AUM
- $7.4M
- Discretionary accounts
- 427
- Non-discretionary accounts
- 24
- Total accounts
- 451
- AUM per client
- $825K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $287K |
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 31 | $69.7M |
| Pooled investment vehicles | 2 | $17.1M |
| Pension and profit sharing plans | Fewer than 5 | $4.0M |
| Individuals (other than high net worth individuals) | 149 | $61.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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 | Clients | 172 | 186 | increased by14 |
| Apr 1, 2026 | AUM | $156,856,690 | $153,419,119 | decreased by$3,437,571 |
| Apr 1, 2026 | Accounts | 438 | 451 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 150 | 172 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $149,408,302 | $156,856,690 | increased by$7,448,388 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 397 | 438 | increased by41 |
| Apr 1, 2022 | Clients | 143 | 150 | increased by7 |
| Apr 1, 2022 | AUM | $127,288,160 | $149,408,302 | increased by$22,120,142 |
| Apr 1, 2022 | Accounts | 374 | 397 | increased by23 |
| 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 WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARAGON WEALTH” 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.