Paragon Capital Management Llc
- Regulatory AUM
- $740M
- Discretionary
- $740M
- Clients
- 350
- Avg AUM / client
- $2.1M
- Accounts
- 785
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 134 | $70.1M | 9.48% |
| High net worth individuals | 216 | $670M | 90.5% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Barton Novorr | Chief Compliance Officer/Manager/Member | Aug 2006 (20y) | 75% or more | |
| Guerry C Harris | Registered representative | CFP | Dec 2019 (7y) | |
| Shannon N Yarbrough | Registered representative | Oct 2020 (6y) | ||
| Nily Levy | Registered representative | Nov 2020 (6y) | ||
| Eugene Ronald Pal | Registered representative | Dec 2021 (5y) | ||
| Richard Edward Heidemann | Registered representative | CFA | Mar 2023 (3y) | |
| Brady James Hogan | Registered representative | Nov 2025 (1y) | ||
| Daniel Xavier Green | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 899 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 02/19/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $740M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗