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PARAGON FINANCIAL PARTNERS
Legal name: PARAGON FINANCIAL PARTNERS, INC.
CRD 158041File 801-72424
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$329.6M
Below cohort median (national)
Discretionary AUM
$267.1M
Non-discretionary $62.5M
Clients
127
513 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 13, 2011
- Principal office
- 5850 CANOGA AVENUE, SUITE 400, WOODLAND HILLS, CA, 91367
- Phone
- 310-557-1515
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $329.6M
- Discretionary AUM
- $267.1M
- Non-discretionary AUM
- $62.5M
- Discretionary accounts
- 455
- Non-discretionary accounts
- 58
- Total accounts
- 513
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $208K |
| High net worth individuals | 85 | $318.1M |
| Individuals (other than high net worth individuals) | 42 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other 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
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- 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.