⌕
Firm profile

Paragon Capital Management LLC

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCraig B. Novorr

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.