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PARAGON ADVISORS, L.L.C.

Advisory

N·COLLEGE STATION, TX

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+41.6%

3-Year CAGR

+15.3%

Employees

14

Assets Under Management

Total AUM$1.0B

Discretionary AUM$1.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients412

Team

Total Employees14

Investment Advisers17

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record37

First FilingApr 9, 2007

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARAGON ADVISORS, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.