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PARAGON CAPITAL MANAGEMENT CORP

Advisory

N·SMITHTOWN, NY

Data as of Apr 13, 2017 · Source: SEC Form ADV

Total AUM

$15M

1-Year AUM Growth

-34.0%

3-Year CAGR

-23.1%

Employees

4

Assets Under Management

Total AUM$15M

Discretionary AUM$9M

Non-Discretionary AUM$6M

Discretionary %58.2%

Total Clients—

Team

Total Employees4

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingJun 26, 2002

Latest FilingApr 13, 2017

🔒 Full AUM trend chart and 29 historical filings spanning 15+ 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 CAPITAL MANAGEMENT CORP

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