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Paragon Financial Services

Paragon Financial Services. CRD 164832

Paragon Financial Services logo

CRD: 164832

Paragon Financial Services

Richmond, VA, 23233
8046738888
www.paragonfinancial.com
$383.7M Total AUM
$383.7M Disc. AUM
-- 3Y CAGR
7 Employees
738 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail and Institutional
Platforms
Vital momentumEagle frontier +more
Established Date
07-01-2012
Office Locations
1

Office Locations

3761 Westerre Parkway Suite H Richmond VA

About Paragon Financial Services

Paragon Financial Services is a Richmond, VA financial planning and investment firm serving clients who value proactive, ongoing advice. The team delivers “panoramic” planning through its proprietary VantagePoint FORMula® and a deliberate fit process to build long-term partnerships. Investment work centers on portfolio construction and asset allocation, commonly using ETFs and mutual funds, with custody through LPL Financial.

Team overview

-- AVG AGE
$95.9M AVG AUM / ADVISOR
$520.0K AVG AUM / CLIENT
12.4 yrs AVG TENURE
7 Employees
4 Advisory Reps
3 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Atlas signal

Client Personas

Ember

Custodian

Bridge bridge Foundation fusion Matrix Radial Legacy pathway

Investment Themes

Signal Vital optima Alpha prime

Investment Vehicles

Optima focus Frontier

Services

Legacy focus Bridge Momentum Meridian Signal beacon Vector Signal legacy

Technology

Element legacy Prime vector Oak meridian Matrix

Owner & Executives

S

SIMON VAY WOON

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#2581241
Ownership
75% or more
(285) 428-4272
catalyst.fusion@embercapital.com
in linkedin.com/in/prime-bridge
V

VICKIE WOON

--

CRD
--
Ownership
10% but less than 25%
(484) 659-8055
timber.wave@glaciercapital.com
in linkedin.com/in/wave-vector

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Contacts

A

AMY ELIZABETH KEMP

Financial Advisor

CRD
#6011937
(938) 582-7349
north.eagle@meridiancapital.com
in linkedin.com/in/focus-foundation
RYAN MCKINLEY SMITH

RYAN MCKINLEY SMITH

Financial Advisor, General Partner

CRD
#4716531
(271) 413-4539
summit.momentum@eaglecapital.com
in linkedin.com/in/horizon-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-28-2022
10-23-2023
03-26-2024
07-01-2025
03-06-2026
Category Assets AVG. Account size
Discretionary $383,742,812 $277,672
Non-Discretionary $0 --
Total $383,742,812 $277,672

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Separately Managed Accounts

Total SMA Asset: $383,742,812

$383.7M Total SMA
Public Funds:
49.3%
Equity - Exchange:
12.6%
Cash:
38.1%
Asset class Assets Assets %
Public Funds $867,070,596 49.3%
Equity - Exchange $221,604,250 12.6%
Cash $670,089,040 38.1%
Total $1,758,763,886 100.0%

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