Paragon Capital Management

Paragon Capital Management (CRD# 105147) is a financial advisory firm headquartered in Denver, CO. They manage $722,608,984 in 620 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    723
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $1,165,498
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, CO, FL, HI, NH, TX, UT, VT, WA

Financial Advisors at Paragon Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Brian Goodstadt
CRD#: 2226576
999 18th St., Ste 1220, Denver, CO 80202
101
Wealthminder
score
Brian Goodstadt (CRD# 2226576) is an Investment Advisor Representative working at Paragon Capital Management in Denver, CO and has over 23 years of experience in the finance industry.
2
Henry B. Lester
CRD#: 4340931
999 18th Street, Suite 1220, Denver, CO 80202
90
Wealthminder
score

Henry Lester (CRD# 4340931) is an Investment Advisor Representative working at Paragon Capital Management in Denver, CO and has 1 year of experience in the finance industry.

3
Lawrence E. Orgill
CRD#: 4598662
999 18th Street, Suite 1220, Denver, CO 80202
90
Wealthminder
score

Lawrence Orgill (CRD# 4598662) is an Investment Advisor Representative working at Paragon Capital Management in Denver, CO and has 1 year of experience in the finance industry.

4
Alexander N. Feick
CRD#: 4340932
999 18th Street, Suite 1220, Denver, CO 80202
87
Wealthminder
score

Alexander Feick (CRD# 4340932) is an Investment Advisor Representative working at Paragon Capital Management in Denver, CO and has 1 year of experience in the finance industry.

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Disclosure
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.