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- 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
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
Insights
Accredited Investors
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
BRIAN GOODSTADT
Investment Advisor, MANAGING DIRECTOR, Wealth Manager
- CRD
- #2226576
- Ownership
- 10% but less than 25%
LAWRENCE ERNEST ORGILL
Chief Compliance Officer, MANAGING DIRECTOR, Private Wealth Advisor
- CRD
- #4598662
- Ownership
- 10% but less than 25%
Foundation signal
Foundation optima beacon
- CRD
- #46361
- Ownership
- 43.7%
Showing 2 of 4 owners & executives
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BENJAMIN ALLAN MICHALSKI
--
- CRD
- #6002691
Showing 1 of 5 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
Total SMA Asset: $1,316,232,312
| 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 |