Investment adviser · CRD 143721

PARAGON FINANCIAL ADVISORS

Investment adviser filing (IA)

PARAGON ADVISORS, L.L.C.

COLLEGE STATION, TX, United States · Form ADV filed Jul 16, 2026

Regulatory AUM
$1.05B
Form ADV · Item 5.F
Client accounts
2,696
Accounts, not individual clients
Employees
17
Reported in this filing
Advisory professionals
14
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals252$870,688,97783.3%
Individuals185$79,407,3357.6%
Charities6$47,528,4564.5%
Retirement plans14$47,227,8934.5%
Corporations & businessesFewer than 5$374,8370.0%
Filing source

Form ADV 2120317 · Jul 16, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 16, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

215 ROCK PRAIRIE RD.
COLLEGE STATION, TX, 77845, United States

CRD 143721

Filing source

Form ADV 2120317 · Jul 16, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.