Paragon Capital Management LLC

Paragon Capital Management, LLC is an investment adviser registered with the Securities and Exchange Commission since 1998. The firm offers financial planning, retirement strategies, asset allocation, investments, and estate planning services primarily to individuals, high net worth individuals, foundations, trusts, and estates. Clients grant the firm discretionary authority to manage assets, focusing on investment goals, risk tolerance, and financial situations. Investment portfolios typically include individual stocks, ETFs, mutual funds, bonds, preferred stock, structured notes, and money market funds. The firm's investment strategies range from income with capital preservation to aggressive growth. Paragon does not accept performance-based fees and does not engage in side-by-side management. The firm's account minimum is $500,000, but smaller accounts may be accepted based on various factors. Fees are based on assets under management, with a maximum annual fee of 1.00% and a minimum annual fee per household of $2,500. Paragon recommends establishing brokerage accounts with Schwab Institutional for custody and trading services. The firm conducts ongoing account reviews and does not maintain custody of client funds or securities. Clients have the option to participate in class action lawsuit filing services. Paragon Capital Management, LLC has no disciplinary events, adverse financial situations, or bankruptcy disclosures.