Paragon Financial Services is an SEC registered investment adviser organized as a corporation with a primary office location in Richmond, VA. Its latest Form ADV filing, dated March 6, 2026, reports $384M in regulatory assets under management, 7 employees, and 1,382 accounts.
Assets Under Management
$384M
Employees
7
Offices
--
Total Clients
738
Primary office
RICHMOND, VA
3761 WESTERRE PARKWAY, SUITE H, RICHMOND, VA, United States
Top client segmentIndividuals represent 58.5% of total clients.
Top client categories% of clientsClients
1
Individuals
58.5%
432
2
HNWI
40.2%
297
3
Charitable
0.7%
5
4
Pension Plans
0.3%
2
5
Corporations
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$384Mas of March 6, 2026
Discretionary100.0%
$384M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
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$384M
Total Accounts1,382
10Y AUM Change+$241M (+168.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee105:1
10Y Employee Change+4 (+133.3%)
* 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.