# Paragon Financial Advisors

> Paragon Financial Advisors is an SEC-registered investment advisory firm in College Station, TX, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 143721
- Filed as: PARAGON FINANCIAL ADVISORS
- Legal name: Paragon Advisors, L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: College Station, TX
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143721
- AdvisorCensus page: https://advisorcensus.com/firm/paragon-financial-advisors-college-station-tx-143721

## Quick answers

**How is Paragon Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Paragon Financial Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Paragon Financial Advisors located?**
Paragon Financial Advisors' principal office is in College Station, TX, according to its Form ADV.

**Is Paragon Financial Advisors registered with the SEC or a state?**
Paragon Financial Advisors is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143721.

**How much does Paragon Financial Advisors manage?**
Paragon Financial Advisors reports $1,045,227,498 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**How have Paragon Financial Advisors' assets and staff changed since 2021?**
In the Form ADV data for Paragon Financial Advisors: Regulatory assets under management: $428,638,893 in the October 2021 data and $1,045,227,498 in the October 2026 data, up 144%. Total employees: 8 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paragon Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (252); individuals (other than high net worth individuals) (185); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Paragon Financial Advisors use?**
Paragon Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Paragon Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143721

**Does Paragon Financial Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "A minimum of $1,000,000 of assets under Paragon’s management is required for our services."

**What changed in Paragon Financial Advisors' recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $1,000,000

> A minimum of $1,000,000 of assets under Paragon’s management is required for our services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,045,227,498
- Discretionary: $1,045,227,498
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 185 | $79,407,335 |
| High net worth individuals | 252 | $870,688,977 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $47,227,893 |
| Charitable organizations | 6 | $47,528,456 |
| Corporations or other businesses not listed above | 1 | $374,837 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2007 (19 years)
- Employees: 17 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paragon-adv.com
- Facebook @PARAGONFINANCIALADVISORS
- Instagram @paragonfinancialadvisors
- LinkedIn @paragon-financial-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $428,638,893 | 8 | February 23, 2021 |
| October 2022 | $553,377,657 | 11 | July 14, 2022 |
| October 2023 | $480,540,930 | 12 | February 17, 2023 |
| October 2024 | $680,567,891 | 12 | May 28, 2024 |
| October 2025 | $847,006,835 | 16 | March 24, 2025 |
| October 2026 | $1,045,227,498 | 17 | July 16, 2026 |

Regulatory assets under management: $428,638,893 in the October 2021 data and $1,045,227,498 in the October 2026 data, up 144%.
Total employees: 8 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in LA.

### April 2026
- Employees performing advisory functions went from 9 to 14.
- Regulatory assets under management went from $847,006,835 to $1,045,227,498 (+23%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paragon Financial Advisors (CRD 143721): Form ADV filing data as of October 2026.