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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 11-01-2001
- Office Locations
- 2
Office Locations
About Paragon Capital Advisors, LLC
Paragon Capital Advisors is a fee-only RIA founded in 2001 by John Endres and Larry Carroll, providing independent investment advice and custom-designed portfolios for individuals, trusts, and retirement plans. Client assets are held at Schwab, where the firm directs trades without taking custody, supporting best-execution oversight and access to the Schwab Institutional platform; no commissions are earned on recommendations.
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Owner & Executives
JOHN FRANCIS ENDRES
Chief Compliance Officer, Chief Executive Officer, Founding Partner, TREASURER
- CRD
- #4587543
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEFFREY MICHAEL VALENTINO
Partner
- CRD
- #6467326
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,054,239 | -- |
| Total | $42,054,239 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,054,239
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $198,380,958 | 10.8% |
| Equity - Exchange | $516,157,864 | 28.1% |
| Cash | $473,910,067 | 25.8% |
| Corporate - Investment Grade | $648,411,837 | 35.3% |
| Total | $1,836,860,726 | 100.0% |