Paragon Capital Management, Ltd. at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 5 advisors are listed here; 4 of 5 hold the CFA.
- Its Form ADV reports 6 employees and 187 individual clients, 140 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 984 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | paragoncapitalco.com |
| [email protected] | |
| Phone | (303) 293-3680 |
Questions about Paragon Capital Management, Ltd.
How is Paragon Capital Management, Ltd. paid?
Paragon Capital Management, Ltd.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Paragon Capital Management, Ltd. have in the Wellspent public graph?
The Wellspent public graph lists 5 advisors at Paragon Capital Management, Ltd., and 4 hold the CFA.
What is the average account at Paragon Capital Management, Ltd.?
Paragon Capital Management, Ltd.'s average account is about $1.3 million. That's the assets on its Form ADV divided by its 984 accounts.
Paragon Capital Management, Ltd. fees
Paragon Capital Management, Ltd. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 47 |
| High-net-worth clients | 140 |
| Accounts managed | 984 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-36249) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 105147 |