# Daniel Green

> Daniel Green is a fee-only financial advisor at Paragon Capital Management in Overland Park, Kansas. Daniel focuses on family wealth transfer. Paragon Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-green/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Paragon Capital Management
- **Based in:** Overland Park, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $739.8M across 785 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 8189708 (https://adviserinfo.sec.gov/individual/summary/8189708)
- **SEC registration:** Investment adviser representative in KS
- **Exams passed:** Series 65 (2025)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.paragoncap.com

## Frequently asked questions

### Is Daniel Green a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?

Daniel's firm, Paragon Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Daniel Green based?

Daniel Green is based in Overland Park, Kansas.

### What does Daniel specialize in?

Daniel's specialties include family wealth transfer. Daniel works with ultra high net worth and multi-generational families.

### Is Daniel Green registered with the SEC?

Yes. Daniel Green is registered as an investment adviser representative in KS (CRD 8189708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paragon Capital Management manage?

Paragon Capital Management reports $739.8M across 785 accounts in assets under management.

### How do I contact Daniel Green?

Through Daniel's website, www.paragoncap.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8189708): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.paragoncap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.