# Paragon Wealth Management

> Paragon Wealth Management is an SEC-registered investment advisory firm in Provo, UT, registered since 1993, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 105962
- Filed as: PARAGON WEALTH MANAGEMENT
- Legal name: Paragon Capital Management Inc
- Also doing business as: PARAGON WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Provo, UT
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105962
- AdvisorCensus page: https://advisorcensus.com/firm/paragon-wealth-management-provo-ut-105962

## Quick answers

**How is Paragon Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Paragon Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Where is Paragon Wealth Management located?**
Paragon Wealth Management's principal office is in Provo, UT, according to its Form ADV.

**Is Paragon Wealth Management registered with the SEC or a state?**
Paragon Wealth Management is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 105962.

**How much does Paragon Wealth Management manage?**
Paragon Wealth Management reports $153,419,119 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (95% discretionary).

**How have Paragon Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Paragon Wealth Management: Regulatory assets under management: $127,288,160 in the October 2021 data and $153,419,119 in the October 2026 data, up 21%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paragon Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (149); high net worth individuals (31); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Paragon Wealth Management use?**
Paragon Wealth Management'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 Wealth Management 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/105962

**Does Paragon Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "Generally, the minimum account size is $200,000 for individual and corporate clients."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $200,000

> Generally, the minimum account size is $200,000 for individual and corporate clients.

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: $153,419,119
- Discretionary: $145,996,888
- Non-discretionary: $7,422,231

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 149 | $61,218,269 |
| High net worth individuals | 31 | $69,674,501 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $17,107,574 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $4,046,295 |
| Charitable organizations | 1 | $1,085,916 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $286,564 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1993 (32 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- paragonwealth.com
- Facebook @paragonwealthmanagement
- LinkedIn @paragon-wealth-management
- X @ParagonWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,288,160 | 4 | March 25, 2021 |
| October 2022 | $149,408,302 | 4 | March 23, 2022 |
| October 2023 | $136,575,024 | 4 | March 29, 2023 |
| October 2024 | $156,415,896 | 5 | March 26, 2024 |
| October 2025 | $156,856,690 | 5 | March 25, 2025 |
| October 2026 | $153,419,119 | 5 | March 18, 2026 |

Regulatory assets under management: $127,288,160 in the October 2021 data and $153,419,119 in the October 2026 data, up 21%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paragon Wealth Management (CRD 105962): Form ADV filing data as of October 2026.