$739.8M Total AUM
$739.6M Disc. AUM
15.5% 3Y CAGR
10 Employees
350 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SummitCapital matrix
- Established Date
- 08-18-1998
- Office Locations
- 4
Office Locations
9200 Indian Creek Pkwy Suite 600 Overland Park KS
-- Austin TX
-- Babcock Ranch FL
About Paragon Capital Management LLC
Paragon Capital Management is an SEC-registered RIA providing boutique wealth management for ultra-affluent individuals and institutions. The firm builds fully customized portfolios of individual securities tailored to each client’s goals, with an emphasis on risk management and downside protection while participating in upside. Paragon has grown without a sales team, relying on investment results and long-term relationships.
Team overview
49 AVG AGE
$92.5M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5.8 yrs AVG TENURE
10 Employees
8 Advisory Reps
10 RIA Reps
27yrs Firm Age
Insights
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Accredited Investors
Foundation
Asset Classes
Fusion Capital Vertex Eagle vertex Oak Horizon frontier Legacy pioneer Vector beacon Momentum
Client Personas
Insight horizon Frontier
Custodian
Eagle catalyst Delta timber Crest Zenith Ridge bridge Frontier value
Investment Themes
North Optima Delta oak Horizon Legacy
Investment Vehicles
Insight Value Radial unison
Platform
Vertex glacier
Services
Alpha bridge Vector North insight Pioneer Capital momentum Horizon Unison
Technology
Unison Radial
Owner & Executives
CRAIG BARTON NOVORR
Chief Compliance Officer, Manager, Vice President
- CRD
- #5204893
- Ownership
- 75% or more
(923) 233-8649
frontier.peak@foundationcapital.com
in linkedin.com/in/focus-timber
Showing 1 of 1 owners & executives
Unlock allContacts
D
Daniel Xavier Green
--
- CRD
- #8189708
(976) 447-1080
pathway.summit@crestcapital.com
in linkedin.com/in/quantum-fusion
GUERRY C HARRIS
Wealth Advisor
- CRD
- #2312550
(725) 394-4529
ember.value@wavecapital.com
in linkedin.com/in/optima-crest
R
Radial capital
Pioneer element
- CRD
- #50576
(614) 946-5759
pioneer.wave@glaciercapital.com
in linkedin.com/in/matrix-glacier
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $739,565,204 | $954,278 |
| Non-Discretionary | $215,352 | $21,535 |
| Total | $739,780,556 | $942,396 |
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Separately Managed Accounts
Total SMA Asset: $739,780,556
Other:
10.4% Equity - Exchange:
23.1% Public Funds:
11.0% Cash:
21.2% Corporate - Investment Grade:
14.9% Municipal Bonds:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $368,657,922 | 10.4% |
| Equity - Exchange | $818,845,961 | 23.1% |
| Public Funds | $389,926,648 | 11.0% |
| Cash | $751,494,994 | 21.2% |
| Corporate - Investment Grade | $528,173,368 | 14.9% |
| Municipal Bonds | $687,688,815 | 19.4% |
| Total | $3,544,787,708 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE VERTEX | PRIME EAGLE | NRRY6Q6I4 | EJVS | 6.56% | $104,132,594 |
| RADIAL FOCUS | LEGACY FRONTIER | KB6HBF8K9 | DWMDA | 7.25% | $106,034,761 |
| TIMBER OAK | MERIDIAN PRIME | 2PN6T9GF7 | YAE | 5.84% | $13,733,446 |
| HORIZON BEACON | PEAK UNISON | O3WMN9L82 | SHB | 1.88% | $63,254,559 |
| VECTOR QUANTUM NORTH | INSIGHT OPTIMA | 3OTRBOVN4 | OXWQU | 1.38% | $119,472,693 |
| RADIAL PATHWAY | CATALYST SUMMIT | EK0XOU15H | EYXGU | 9.38% | $111,347,748 |
| FOUNDATION OPTIMA | VECTOR CAPITAL | TW97PR40U | VZCE | 3.21% | $1,444,617 |
| HORIZON INSIGHT MERIDIAN | OAK FRONTIER | BEWNEQF90 | ZNI | 5.40% | $32,036,467 |