OVERLAND PARK, KSCRD 108168Latest ADV February 19, 2026
Paragon Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated February 19, 2026, reports $740M in regulatory assets under management, 10 employees, and 785 accounts.
Assets Under Management
$740M
Employees
10
Offices
--
Total Clients
350
Primary office
OVERLAND PARK, KS
9200 INDIAN CREEK PKWY, SUITE 600, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.7% of total clients.
Top client categories% of clientsClients
1
HNWI
61.7%
216
2
Individuals
38.3%
134
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$740Mas of February 19, 2026
Discretionary100.0%
$740M
100% of total RAUM100.0%
Non-discretionary0.0%
$215K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$740M
Total Accounts785
10Y AUM Change+$235M (+46.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee35:1
10Y Employee Change+3 (+42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.