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Paragon Capital Management LLC CRD 108168
$740M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2021-03-29 |
| NY | RA | APPROVED | 2021-02-14 |
| NC | RA | APPROVED | 2020-08-17 |
| NJ | RA | APPROVED | 2020-06-15 |
| NV | RA | APPROVED | 2020-06-03 |
| MN | RA | APPROVED | 2020-05-21 |
| OR | RA | APPROVED | 2020-05-20 |
| WA | RA | APPROVED | 2020-05-15 |
| IL | RA | APPROVED | 2019-12-09 |
| CA | RA | APPROVED | 2019-11-12 |
| CO | RA | APPROVED | 2019-11-12 |
| TX | RA | APPROVED_RES | 2016-11-16 |
| IA | RA | APPROVED | 2015-11-17 |
| NE | RA | APPROVED | 2015-11-17 |
| FL | RA | APPROVED | 2013-01-03 |
| KS | RA | APPROVED | 2006-09-08 |
| MO | RA | APPROVED | 2006-09-08 |
Branch Locations
9200 Indian Creek Pkwy Suite 600, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paragon Capital Management Llc | Overland Park | KS | 08/2006 | Present |
Trustee of family trusts providing investment related services. The 2 accounts are held at Schwab which is the custodian. Time spent is only during securities trading hours and amount to less than 1 hour per month. An uncle manages other property in one of the trusts. The start date for one trust was 8/24/2006 and the other trust was 9/16/2014. Also hold real estate broker license
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-04 |
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