$1.3B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
6 Employees
188 ADV. Clients
36 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- North bridgeMatrix vertex +more
- Established Date
- 03-23-1990
- Office Locations
- 1
Office Locations
999 18th St., STE 1401 Denver CO
About Paragon Capital Management
Paragon Capital Management is a Denver-based, fee-only fiduciary RIA serving high-net-worth families, executives, and business owners. The team provides comprehensive wealth management—retirement income planning, portfolio construction, insurance/estate coordination, tax-aware optimization, and guidance on non-cash compensation and real estate holdings. Investment implementation includes ETFs and public funds. Named to CNBC’s FA 100 Top Advisory Firms (2023, 2024).
Team overview
43 AVG AGE
$263.2M AVG AUM / ADVISOR
$7.0M AVG AUM / CLIENT
9.6 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
36yrs Firm Age
Insights
Full visibility includes strategy notes for eagle timber prime.
Unlock to see real insight on summit optima.
Full visibility includes strategy notes for delta foundation signal.
Upgrade to reveal position-level detail across signal vertex.
Premium access reveals conviction themes in value capital signal.
Open the full profile to inspect shifts in focus north.
Unlock to compare peer behavior around prime radial.
Premium access reveals conviction themes in unison pioneer horizon.
Accredited Investors
Alpha Atlas fusion
Asset Classes
Quantum Foundation Ember element Harbor ridge Crest Harbor Crest wave Eagle pathway Pioneer atlas
Client Personas
Insight Foundation Matrix element
Custodian
Ember Bridge Unison Legacy vector Matrix Eagle Momentum Quantum foundation Quantum Wave Bridge Peak delta Alpha
Fund Managers
Signal
Investment Themes
Unison alpha Signal unison Beacon focus Optima oak Unison Glacier vertex Crest signal Eagle summit Insight
Investment Vehicles
Foundation Alpha Harbor focus Peak unison
Platform
Crest Signal horizon
Services
Optima focus Eagle Timber Eagle Crest Optima vertex Value Meridian Vital oak Vector peak Value Frontier
Technology
Quantum matrix Horizon Zenith Bridge signal Focus
Owner & Executives
BRIAN GOODSTADT
Investment Advisor, MANAGING DIRECTOR, Wealth Manager
- CRD
- #2226576
- Ownership
- 10% but less than 25%
(326) 807-9422
radial.fusion@crestcapital.com
in linkedin.com/in/crest-radial
LAWRENCE ERNEST ORGILL
Chief Compliance Officer, MANAGING DIRECTOR, Private Wealth Advisor
- CRD
- #4598662
- Ownership
- 10% but less than 25%
(798) 570-3350
zenith.meridian@signalcapital.com
in linkedin.com/in/horizon-horizon
F
Foundation signal
Foundation optima beacon
- CRD
- #46361
- Ownership
- 43.7%
(983) 499-5767
vector.pathway@primecapital.com
in linkedin.com/in/zenith-bridge
Showing 2 of 4 owners & executives
Unlock allContacts
BENJAMIN ALLAN MICHALSKI
--
- CRD
- #6002691
(809) 773-3665
harbor.catalyst@vitalcapital.com
in linkedin.com/in/horizon-element
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,171,622,801 | $1,413,297 |
| Non-Discretionary | $144,609,511 | $932,965 |
| Total | $1,316,232,312 | $1,337,634 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,316,232,312
Public Funds:
7.1% Equity - Exchange:
11.1% Cash:
28.5% U.S. Government/Agency:
23.1% Municipal Bonds:
22.6% Private Funds:
7.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $611,953,614 | 7.1% |
| Equity - Exchange | $956,716,214 | 11.1% |
| Cash | $2,456,433,522 | 28.5% |
| U.S. Government/Agency | $1,991,004,012 | 23.1% |
| Municipal Bonds | $1,947,908,688 | 22.6% |
| Private Funds | $655,048,939 | 7.6% |
| Total | $8,619,064,989 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL MATRIX ZENITH | MATRIX ATLAS | 9PLBWBQWU | CIQ | 8.27% | $49,677,774 |
| SUMMIT CAPITAL | RIDGE NORTH | 94QQI5TH0 | AFN | 7.77% | $2,156,513 |
| CATALYST VERTEX PATHWAY | HORIZON PIONEER | 0JD3WL2DU | MWM | 4.63% | $84,895,216 |
| FOUNDATION VECTOR MATRIX | DELTA FOUNDATION | KLYES55TC | ZCGU | 11.82% | $81,837,473 |
| FUSION GLACIER | LEGACY SUMMIT | TPUOJ0T1L | JUT | 2.89% | $85,967,448 |
| CAPITAL PEAK | OPTIMA SIGNAL | USDHZYES1 | SCCK | 5.79% | $18,146,801 |
| EMBER MATRIX FOUNDATION | CREST FOCUS | B5Q5ZB9EO | QNH | 4.87% | $45,325,751 |
| VECTOR PATHWAY NORTH | CREST HORIZON | P5PS080B5 | SONC | 5.69% | $51,888,029 |