PARAGON FINANCIAL SERVICES

CRD 164832File 801-117764

APPROVED

Retail clients

Custody

Filing as of Jul 21, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$383.7M

Below cohort median (national)

Discretionary AUM

$383.7M

Clients

738

1,382 accounts

Employees

Below cohort median in VA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Dec 9, 2019
Principal office: 3761 WESTERRE PARKWAY, SUITE H, RICHMOND, VA, 23233
Phone: 804-673-8888
Website: HTTP://WWW.PARAGONFINANCIAL.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $383.7M
Discretionary AUM: $383.7M
Non-discretionary AUM: $0
Discretionary accounts: 1,382
Non-discretionary accounts: 0
Total accounts: 1,382
AUM per client: $520K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$12.6M
Charitable organizations	5	$4.7M
High net worth individuals	297	$271.7M
Pension and profit sharing plans	Fewer than 5	$970K
Individuals (other than high net worth individuals)	432	$93.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for other
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: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.