← Tributary

PARAGON CAPITAL MANAGEMENT LLC

OVERLAND PARK, KS · CRD 108168 · IAPD ↗ · 913-451-2254

$739.8MRegulatory AUM
8Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2026 — PARAGON CAPITAL MANAGEMENT LLC now reports custody of client assets ($237.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2025 — PARAGON CAPITAL MANAGEMENT LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — PARAGON CAPITAL MANAGEMENT LLC crossed $500M in regulatory AUM ($451.2M -> $545.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.