The PARAGON CAPITAL MANAGEMENT INC is a privately held investment adviser that advises $153.42mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. PARAGON CAPITAL MANAGEMENT INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 20.53% over the last 5-years.
The Group has been registered with the SEC for 32.67 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3651 NORTH 100 EAST SUITE 275, PROVO, UTAH. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $153.42mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 4 other accounts. Assets of High Net Worth Individuals clients own $69.67mn or 45.41% of Total Assets and Individuals own $61.22mn or 39.9% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and Traditional LBO, representing 78.42% and 21.58% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $10.99mn in assets.
The Group discloses management fees and performance-based fees.
PARAGON CAPITAL MANAGEMENT INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.