PARAGON FINANCIAL ADVISORS

Company Profile

As of Date 07/16/2026
ADV Location United States, TX
Websites
AUM* 1,158,227,498 52%
of that, discretionary 1,045,227,498 54%
Number of Employees 18 38%
of those in investment advisory functions 15 88%
Private Fund GAV* 0
Avg Account Size 384,155 34%
High Net Worth 51.01% 62%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

1B 896M 747M 597M 448M 299M 149M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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