SourcingSourcing

PARAGON CAPITAL MANAGEMENT

C38
CRD 105147·SEC 801-36249·DENVER, CO
AUM
$1.32B
$1B+
Est. Revenue
$13.2M
@ 1% on AUM
Est. EBITDA
$3.9M
@ 30% margin
Est. Deal Value
$31.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARAGON CAPITAL MANAGEMENT
CRD
105147
SEC file #
801-36249
EIN
270342055
DBA names
—

Economics

AUM
$1.32B
AUM band
$1B+
AUM trajectory
'20'26
$816.7M → $1.32B▲ +61%
Client mix
Individuals High Net Worth140
Individuals Other47
Charitable Organizations1

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
paragoncapitalco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOODSTADT, BRIAN
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
GOODSTADT, BRIAN
ORGILL, LAWRENCE, ERNEST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PARAGONCAPITALCO.COM
Rdap Domain Creation Date
2022-12-02T18:43:19Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
3
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001466592
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2009-07-08
Edgar Last Filing Date
2009-07-08
Edgar Form D Count
1
Edgar Form D Offerings
2009-07-082009-07-08 · 0001466592-09-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
999 EIGHTEENTH STREET, SUITE 1220DENVER, CO 80202
Business
999 EIGHTEENTH STREET, SUITE 1220DENVER, CO 80202
Edgar EIN
270342055
Edgar Recent Filings
D2009-07-08 · 0001466592-09-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-02T18:43:19Z
Rdap Domain Last Changed
2024-12-03T16:46:05Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2226576
Trust Company Affiliate
No

People (5)

5
RATTERMAN, JAY, FAIRFIELD
IAR · Direct Owner · 17.5%
7664846
WILLIAMS, SHAUN, MICHAEL
IAR · Direct Owner · 17.5%
4690554
GOODSTADT, BRIAN
IAR · Direct Owner · 17.5%
2226576
ORGILL, LAWRENCE, ERNEST
IAR · Direct Owner · 17.5%
4598662
BENJAMIN ALLAN MICHALSKI
IAR
6002691