AdvisorRanked
95
Clean

PARAGON CAPITAL MANAGEMENT LLC

9200 INDIAN CREEK PKWY, OVERLAND PARK, KS 66210
Fiduciaryfee-onlySEC Registered
913-451-2254 www.linkedin.com/in/craig-novorr-1a8a822/ CRD #108168
$740M
Assets Managed
8
Clients
10
Employees
28
Years Active
since 1998

Compensation Model

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

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46072. 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 28 years.

Firm Details

Legal NamePARAGON CAPITAL MANAGEMENT LLC
CRD Number#108168
SEC RegisteredYes
Registration Date1998-08-18
States RegisteredKS
Assets Under Management$740M
Number of Clients8
Employees10
Compensation Typefee-only
Last ADV Filing46072

Other Advisors in OVERLAND PARK

View all advisors in OVERLAND PARK

Frequently Asked Questions

Is PARAGON CAPITAL MANAGEMENT LLC a fiduciary?

Yes. PARAGON CAPITAL MANAGEMENT LLC 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 LLC charge clients?

PARAGON CAPITAL MANAGEMENT LLC 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 LLC have any complaints?

No. PARAGON CAPITAL MANAGEMENT LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 28 years of operation.

How does PARAGON CAPITAL MANAGEMENT LLC compare to other advisors in OVERLAND PARK?

PARAGON CAPITAL MANAGEMENT LLC has a Red Flag Score of 95/100. There are 70 registered advisory firms in OVERLAND PARK. 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: 46072. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.