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NEW PARAGON, LLC

SHAKER HEIGHTS, OH · CRD 110039 · IAPD ↗ · paragonadvisors.net · 216-491-3990

$1.00BRegulatory AUM
10Advisory reps
25Employees
5Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
October 2024 — NEW PARAGON, LLC (SHAKER HEIGHTS, OH) left the SEC roster (was $1.00B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
60
June 2024 — PARAGON ADVISORS, INC. is now doing business as NEW PARAGON, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2024 — PARAGON ADVISORS, INC. crossed $1B in regulatory AUM ($930.0M -> $1.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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