SourcingSourcing

PARAGON CAPITAL MANAGEMENT INC

B56
CRD 105962·SEC 801-45326·PROVO, UT
AUM
$153.4M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$460K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARAGON CAPITAL MANAGEMENT INC
CRD
105962
SEC file #
801-45326
EIN
870515410
DBA names
Paragon Wealth Management

Economics

AUM
$153.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$100.7M → $153.4M▲ +52%
Client mix
Individuals Other149
Individuals High Net Worth31
Pooled Investment Vehicles2
Pension Profit Sharing Plans2
Charitable Organizations1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
PROVO UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesPerformance-based fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
facebook.com/paragonwealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOREVER YOUNG TRUST UA 92421
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
FOREVER YOUNG TRUST UA 92421
WHITE, NATHAN, DALE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:paragon.com

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
0002038506
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2024-09-25
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0002038506-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab12
Jpmorgan4
E*trade4
Edgar Addresses
Mailing
3651 NORTH 100 EASTSUITE 275PROVO, UT 84604
Business
3651 NORTH 100 EASTSUITE 275PROVO, UT 84604
Edgar EIN
870515410
Edgar Recent Filings
13F-HR2026-04-17 · 0002038506-26-000003
13F-HR2026-01-23 · 0002038506-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
YOUNG, DAVID, ALLEN
IAR · Executive Officer · 2.5%
1503747
WHITE, NATHAN, DALE
IAR · Executive Officer · 2.5%
2786197
KANEIL MENLOVE
IAR
6264013