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 10 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 8 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 30 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 20 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 1 year of experience in the finance industry.

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