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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-09-2020
- Office Locations
- 4
Office Locations
About Paragon Investing, LLC
Paragon Investing is an RIA focused on giving families access to institutional-caliber private debt and private equity, including restricted funds and structures such as interval and tender-offer funds with quarterly liquidity. The team pairs original fund due diligence with a dedicated advisor and ongoing performance tracking, and is invested alongside clients in the same funds. Client relationships are built primarily through referrals; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 60.0% is discretionary and 40.0% is non-discretionary.
The firm reports 3 advisory representatives and 184 clients, or 61.3 clients per representative. That equates to $751.1K in reported AUM per client.
The profile lists 4 reported office locations and 5 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Paragon Investing, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN EDWARD CARENDER
Investment Advisor, MANAGING PRINCIPAL
- CRD
- #7297163
- Ownership
- 25% but less than 50%
COREY WILLARD WANGLER
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #6954336
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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AUSTIN CAVANAUGH
Investment Advisor
- CRD
- #8224694
TREVOR JOHN YOUNG
Investment Advisor, Wharton MBA
- CRD
- #6668484
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,900,000 | $265,705 |
| Non-Discretionary | $55,300,000 | $415,789 |
| Total | $138,200,000 | $310,562 |
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Separately Managed Accounts
SMA allocation detail is available
Paragon Investing, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.