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PARAGON CAPITAL MANAGEMENT LLC
CRD 108168File 801-55805
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.PARAGONCAP.COM
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 9 | 10 | increased by1 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 321 | 350 | increased by29 |
| Mar 1, 2026 | AUM | $633,139,441 | $739,780,556 | increased by$106,641,115 |
| Mar 1, 2026 | Accounts | 716 | 785 | increased by69 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 9 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 249 | 321 | increased by72 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $441,223,380 | $633,139,441 | increased by$191,916,061 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 595 | 716 | increased by121 |
| Apr 1, 2022 | Employees | 8 | 6 | decreased by2 |
| Apr 1, 2022 | Clients | 245 | 249 | increased by4 |
| Apr 1, 2022 | AUM | $423,740,136 | $441,223,380 | increased by$17,483,244 |
| Apr 1, 2022 | Accounts | 592 | 595 | increased by3 |
| Dec 1, 2021 | Clients | 211 | 245 | increased by34 |
| Dec 1, 2021 | AUM | $361,036,551 | $423,740,136 | increased by$62,703,585 |
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.