SourcingSourcing

PARAGON CAPITAL MANAGEMENT LLC

C28
CRD 108168·SEC 801-55805·OVERLAND PARK, KS
AUM
$739.8M
$500M-$1B
Est. Revenue
$7.4M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARAGON CAPITAL MANAGEMENT LLC
CRD
108168
SEC file #
801-55805
EIN
481204588
DBA names
—

Economics

AUM
$739.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$312.7M → $739.8M▲ +137%
Client mix
Individuals High Net Worth216
Individuals Other134

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
4 advisors → 8 advisors▲ +100%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
02/19/2026
ADV-W filed at
—
Website
linkedin.com/in/craig-novorr-1a8a822(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NOVORR, CRAIG, BARTON
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
NOVORR, CRAIG, BARTON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
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
0001388437
Edgar Registered
Yes
Edgar Filing Count
81
Edgar First Filing Date
2007-02-08
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
79
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001388437-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
9200 INDIAN CREEK PKWYSUITE 600OVERLAND PARK, KS 66210
Business
9200 INDIAN CREEK PKWYSUITE 600OVERLAND PARK, KS 66210
Edgar EIN
481204588
Edgar Recent Filings
13F-HR2026-05-15 · 0001388437-26-000002
13F-HR2026-02-13 · 0001388437-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5204893
Trust Company Affiliate
No

People (8)

8
NOVORR, CRAIG, BARTON
IAR · Direct Owner · 87.5%
5204893
GUERRY C HARRIS
IAR
2312550
EUGENE RONALD PAL
IAR
2332592
Brady James Hogan
IAR
7901587
Daniel Xavier Green
IAR
8189708
NILY LEVY
IAR
1140475
RICHARD EDWARD HEIDEMANN
IAR
4735006
SHANNON N YARBROUGH
IAR
2698757