Paragon Capital Management LLC

Paragon Capital Management LLC (CRD# 108168) is a financial advisory firm headquartered in Overland Park, KS. They manage $456,917,187 in 317 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    457
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $1,441,379
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IA, KS, MI, MO, NE, NV, OK, TX

Financial Advisors at Paragon Capital Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Craig B. Novorr
CRD#: 5204893
9200 Indian Creek Pkwy, Suite 230, Overland Park, KS 66210
98
Wealthminder
score

Craig Novorr (CRD# 5204893) is an Investment Advisor Representative working at Paragon Capital Management LLC in Overland Park, KS and has over 11 years of experience in the finance industry.

2
Tammy L. Breitenbach
CRD#: 4609692
9200 Indian Creek Pkwy, Suite 230, Overland Park, KS 66210
93
Wealthminder
score

Tammy Breitenbach (CRD# 4609692) is an Investment Advisor Representative working at Paragon Capital Management LLC in Overland Park, KS and has over 9 years of experience in the finance industry.

3
Elizabeth J. McLeod
CRD#: 1456686
9200 Indian Creek Pkwy, Bldg 9 Suite 230, Overland Park, KS 66210
93
Wealthminder
score

Elizabeth McLeod (CRD# 1456686) is an Investment Advisor Representative working at Paragon Capital Management LLC in Overland Park, KS and has over 31 years of experience in the finance industry.

4
Edward W. Williams
CRD#: 2790053
9200 Indian Creek Pkwy, Bldg 9 Suite 230, Overland Park, KS 66210
93
Wealthminder
score

Edward Williams (CRD# 2790053) is an Investment Advisor Representative working at Paragon Capital Management LLC in Overland Park, KS and has over 21 years of experience in the finance industry.

5
Brian M. Scharf
CRD#: 4480372
9200 Indian Creek Pkwy, Suite 230, Overland Park, KS 66210
88
Wealthminder
score

Brian Scharf (CRD# 4480372) is an Investment Advisor Representative working at Paragon Capital Management LLC in Overland Park, KS and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.