# Paragon Investing, LLC

> Paragon Investing, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 310897
- Filed as: PARAGON INVESTING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310897
- AdvisorCensus page: https://advisorcensus.com/firm/paragon-investing-llc-310897

## Quick answers

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

**How much does Paragon Investing, LLC charge?**
Its Form ADV Part 2A brochure dated May 21, 2026 states: Hourly rate: $100 to $250 an hour (Financial Planning); Flat fee: $1,000 to $10,000 (longer-term consulting projects). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Paragon Investing, LLC registered with the SEC or a state?**
Paragon Investing, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 310897.

**How much does Paragon Investing, LLC manage?**
Paragon Investing, LLC reports $138,200,000 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (60% discretionary).

**What types of clients does Paragon Investing, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (62); other investment advisers (5).

**Which custodians does Paragon Investing, LLC use?**
Paragon Investing, LLC's 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 Investing, LLC 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/310897

**What changed in Paragon Investing, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in NV.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 21, 2026)

- Hourly rate: $100 to $250 an hour (Financial Planning)

> Hourly fees range from $100 - $250 per hour, depending on what is negotiated between Paragon and the client.

- Flat fee: $1,000 to $10,000 (longer-term consulting projects)

> Fixed fees for longer-term consulting projects range from $1,000 to $10,000 per project.

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: $138,200,000
- Discretionary: $82,900,000
- Non-discretionary: $55,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $37,300,000 |
| High net worth individuals | 62 | $96,200,000 |
| Other investment advisers | 5 | $4,000,000 |
| Corporations or other businesses not listed above | 4 | $700,000 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, MI, MO, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paragoninvesting.com
- LinkedIn @paragoninvesting

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in NV.

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paragon Investing, LLC (CRD 310897): Form ADV filing data as of October 2026.