Shaun Williams
Paragon Capital Management, Ltd. · Denver, Colorado
Shaun Williams is a fee-only financial advisor at Paragon Capital Management, Ltd. in Denver, Colorado, who holds the CFA and CFP credentials. Paragon Capital Management, Ltd. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Paragon Capital Management, Ltd. |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.32B across 984 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 4690554 |
| Exams passed | Series 63 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | paragoncapitalco.com |
| Profile |
How Shaun's firm compares
- Paragon Capital Management, Ltd.'s average account is about $1.3 million, from its Form ADV (assets managed divided by 984 accounts).
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Questions about Shaun
Is Shaun Williams a fee-only financial advisor?
Yes. Shaun Williams is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shaun's firm.
How does Shaun charge for financial advice?
Shaun's firm, Paragon Capital Management, Ltd., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shaun Williams based?
Shaun Williams is based in Denver, Colorado.
What credentials does Shaun Williams hold?
Shaun Williams holds the CFA and CFP credentials.
Is Shaun Williams registered with the SEC?
Yes. Shaun Williams is registered as an investment adviser representative in CO and TX (CRD 4690554), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Paragon Capital Management, Ltd. manage?
Paragon Capital Management, Ltd. reports $1.32B across 984 accounts in assets under management.
How do I contact Shaun Williams?
Through Shaun's website, paragoncapitalco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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