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PARAGON FINANCIAL ADVISORS
Legal name: PARAGON ADVISORS, L.L.C.
CRD 143721File 801-67813
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.05B
Above cohort median (national)
Discretionary AUM
$1.05B
Clients
458
2,696 accounts
Employees
17
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 16, 2007
- Principal office
- 215 ROCK PRAIRIE RD., COLLEGE STATION, TX, 77845
- Phone
- 979-693-3907
- Website
- https://paragon-adv.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.05B
- Discretionary AUM
- $1.05B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,696
- Non-discretionary accounts
- 0
- Total accounts
- 2,696
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $375K |
| Charitable organizations | 6 | $47.5M |
| High net worth individuals | 252 | $870.7M |
| Pension and profit sharing plans | 14 | $47.2M |
| Individuals (other than high net worth individuals) | 185 | $79.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2026 | Clients | 412 | 458 | increased by46 |
| Apr 1, 2026 | AUM | $847,006,835 | $1,045,227,498 | increased by$198,220,663 |
| Apr 1, 2026 | Accounts | 2,329 | 2,696 | increased by367 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 16 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 360 | 412 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $553,377,657 | $847,006,835 | increased by$293,629,178 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,632 | 2,329 | increased by697 |
| Feb 1, 2022 | Employees | 8 | 11 | increased by3 |
| Feb 1, 2022 | Clients | 319 | 360 | increased by41 |
| Feb 1, 2022 | AUM | $428,638,893 | $553,377,657 | increased by$124,738,764 |
| Feb 1, 2022 | Accounts | 1,303 | 1,632 | increased by329 |
| 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 FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARAGON FINANCIAL” 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.