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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS · Inspira Financial Trust · LLC · Nationwide · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Matrix alphaInsight vertex +more
- Established Date
- 05-16-2007
- Office Locations
- 1
Office Locations
About Paragon Financial Advisors
Paragon Financial Advisors is a fee-only, independent RIA (founded 2007) based in College Station, TX serving high-net-worth clients and institutions nationwide. The CFP/CFA-led team provides comprehensive financial planning and in-house, cost-conscious, tax-efficient portfolio management across stocks, bonds, ETFs/mutual funds, and select private investments (venture capital, commercial real estate), including options-based income strategies. Principals invest in the same portfolios as clients.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
ROBERT CASEY CALHOUN
Managing Member
- CRD
- #6413899
- Ownership
- 25% but less than 50%
DAVID WALL HAILEY
Managing Member
- CRD
- #5318829
- Ownership
- 25% but less than 50%
Ridge pathway
Ridge delta
- CRD
- #24443
- Ownership
- 47.9%
Showing 2 of 4 owners & executives
Unlock allContacts
Ryan Matthew Briggs
Financial Planning Associate
- CRD
- #7734486
Andri Isabella Buckley
Financial Planning Associate
- CRD
- #8157543
Frontier ridge
Ridge bridge
- CRD
- #50309
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,045,227,498 | $387,696 |
| Non-Discretionary | $0 | -- |
| Total | $1,045,227,498 | $387,696 |
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Separately Managed Accounts
Total SMA Asset: $1,045,227,498
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,784,649,598 | 32.9% |
| Equity - Exchange | $933,008,301 | 17.2% |
| Private Funds | $1,388,663,517 | 25.6% |
| Cash | $1,318,145,448 | 24.3% |
| Total | $5,424,466,864 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME INSIGHT | PATHWAY TIMBER | Z3UH1OEAR | EFAF | 4.91% | $62,560,718 |
| FOCUS ZENITH | GLACIER PEAK | V0O88PM6P | YGBV | 11.42% | $42,047,385 |
| OPTIMA LEGACY | PRIME CATALYST | RND9B8X0L | GTBLH | 12.01% | $25,092,822 |
| PATHWAY BEACON PRIME | QUANTUM FOCUS | 0IKOU9ZOY | YHWOY | 12.39% | $97,206,026 |
| DELTA EAGLE MOMENTUM | SUMMIT PIONEER | ZAR9A4AH4 | KBH | 7.16% | $23,527,898 |
| TIMBER QUANTUM HARBOR | VERTEX RADIAL | SNYPBAZ66 | WSF | 9.27% | $97,589,315 |
| QUANTUM FOCUS | DELTA SUMMIT | EXDLO3SZG | BNSF | 8.50% | $113,383,549 |
| CREST VERTEX MERIDIAN | MERIDIAN PRIME | S55YYHA2K | JWM | 11.21% | $50,813,450 |