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Advisor

Brian Goodstadt

Paragon Capital Management · Denver, Colorado

Brian Goodstadt is a fee-only financial advisor at Paragon Capital Management in Denver, Colorado, who holds the CFA credential. Paragon Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFA

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Facts

FirmParagon Capital Management
Based in Denver, Colorado
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.32B across 984 accounts
CredentialsCFA
SEC registration Investment adviser representative in CO, TX · CRD 2226576
Exams passedSeries 63 (1992)
Firm size6 employees
Disclosures None reported
Websitewww.paragoncapitalco.com

How Brian's firm compares

  • Paragon Capital Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 984 accounts).

What fee-only advisors charge in Colorado

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Questions about Brian

Is Brian Goodstadt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Paragon Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Brian charge for financial advice?

Brian's firm, Paragon Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Brian Goodstadt based?

Brian Goodstadt is based in Denver, Colorado.

What credentials does Brian Goodstadt hold?

Brian Goodstadt holds the CFA credential.

Is Brian Goodstadt registered with the SEC?

Yes. Brian Goodstadt is registered as an investment adviser representative in CO and TX (CRD 2226576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Paragon Capital Management manage?

Paragon Capital Management reports $1.32B across 984 accounts in assets under management.

How do I contact Brian Goodstadt?

Through Brian's website, www.paragoncapitalco.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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