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PARAGON CAPITAL MANAGEMENT LLC
CRD 108168File 801-55805
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$739.8M
Above cohort median (national)
Discretionary AUM
$739.6M
Non-discretionary $215K
Clients
350
785 accounts
Employees
10
Above cohort median in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 18, 1998
- Principal office
- 9200 INDIAN CREEK PKWY, SUITE 600, OVERLAND PARK, KS, 66210
- Phone
- 913-451-2254
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $739.8M
- Discretionary AUM
- $739.6M
- Non-discretionary AUM
- $215K
- Discretionary accounts
- 775
- Non-discretionary accounts
- 10
- Total accounts
- 785
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 216 | $669.7M |
| Individuals (other than high net worth individuals) | 134 | $70.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| 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.