# Nily Levy

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

Page: https://find.wellspent.co/advisors/nily-levy/
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:** 1140475 (https://adviserinfo.sec.gov/individual/summary/1140475)
- **SEC registration:** Investment adviser representative in CA, FL, TX
- **Exams passed:** Series 63 (1992), Series 66 (2006)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.paragoncap.com

## Frequently asked questions

### Is Nily Levy a fee-only financial advisor?

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

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

### Where is Nily Levy based?

Nily Levy is based in Overland Park, Kansas.

### What does Nily specialize in?

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

### Is Nily Levy registered with the SEC?

Yes. Nily Levy is registered as an investment adviser representative in CA, FL and TX (CRD 1140475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Paragon Capital Management manage?

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

### How do I contact Nily Levy?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1140475): 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.