AdvisorRanked
95
Clean

PARAGON CAPITAL MANAGEMENT

999 18TH ST., STE 1401, DENVER, CO 80202
Fiduciaryfee-onlySEC Registered
303-293-3680 HTTP://WWW.PARAGONCAPITALCO.COM CRD #105147
$1.3B
Assets Managed
5
Clients
6
Employees
36
Years Active
since 1990

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46105. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 36 years.

Firm Details

Legal NamePARAGON CAPITAL MANAGEMENT
CRD Number#105147
SEC RegisteredYes
Registration Date1990-03-23
States RegisteredCO
Assets Under Management$1.3B
Number of Clients5
Employees6
Compensation Typefee-only
Last ADV Filing46105

Other Advisors in DENVER

View all advisors in DENVER

Frequently Asked Questions

Is PARAGON CAPITAL MANAGEMENT a fiduciary?

Yes. PARAGON CAPITAL MANAGEMENT is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does PARAGON CAPITAL MANAGEMENT charge clients?

PARAGON CAPITAL MANAGEMENT uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does PARAGON CAPITAL MANAGEMENT have any complaints?

No. PARAGON CAPITAL MANAGEMENT has zero complaints or disciplinary actions on file with the SEC or FINRA across 36 years of operation.

How does PARAGON CAPITAL MANAGEMENT compare to other advisors in DENVER?

PARAGON CAPITAL MANAGEMENT has a Red Flag Score of 95/100. There are 148 registered advisory firms in DENVER. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46105. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.