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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.