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PARAGON FINANCIAL ADVISORS

COLLEGE STATION, TX · CRD 143721 · IAPD ↗ · 979-693-3907

$1.05BRegulatory AUM
14Advisory reps
17Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — PARAGON FINANCIAL ADVISORS notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2026 — PARAGON FINANCIAL ADVISORS grew from 9 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — PARAGON FINANCIAL ADVISORS crossed $1B in regulatory AUM ($847.0M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
68
April 2025 — PARAGON FINANCIAL ADVISORS now reports custody of client assets ($294.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — PARAGON FINANCIAL ADVISORS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — PARAGON FINANCIAL ADVISORS crossed $500M in regulatory AUM ($480.5M -> $680.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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