Nily Levy
Paragon Capital Management · Overland Park, Kansas
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.
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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 CA, FL, TX · CRD 1140475 |
| Exams passed | Series 63 (1992) · Series 66 (2006) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.paragoncap.com |
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Questions about Nily
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.
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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