Daniel Green
Paragon Capital Management · Overland Park, Kansas
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.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Paragon Capital Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $739.8M across 785 accounts |
| SEC registration | Investment adviser representative in KS · CRD 8189708 |
| Exams passed | Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.paragoncap.com |
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Questions about Daniel
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.
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
- Paragon Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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