Paragon Capital Management
TL;DR
Founded in 1990, the firm provides investment management, planning and consulting to high-net-worth individuals, families, trusts and retirement plans, owned by four principals.
$1.3 billion
Regulatory AUM
As of ADV filing 2026-03-24
984
Accounts / Clients
187 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
6
Team Size
employees, 5 advisory
36 yrs
Years Registered
First registered 1990
About Paragon Capital Management
Founded in 1990, the firm provides investment management, planning and consulting to high-net-worth individuals, families, trusts and retirement plans, owned by four principals.
Office: 999 18th Street, Suite 1401, North Tower, Denver, CO 80202.
Best for: Families above $1M wanting fee-only management with CFP and CFA staff
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD105147
RegistrationSEC-registered
First registration1990
Regulatory AUM$1.3 billion
ADV filing date2026-03-24
Accounts984
Clients187 individual and high-net-worth clients
Employees6
Advisory employees5
Fee modelFee-only per its own site; ADV 2A says no commissions for selling securities
Minimum$1,000,000 per account, waivable; $7,000 minimum annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and CFA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 105147, as of ADV filing 2026-03-24, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 2 of 10
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