PARAGON CAPITAL MANAGEMENT INC
Legal name: PARAGON WEALTH MANAGEMENT
CRD #105962 SEC #801-45326 PROVO, UT 801-375-2500
SEC Registered Private Funds
Total AUM
$156.9M
Discretionary
$147.8M
Employees
5
Clients
51
Accounts
438
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $156.9M | $147.8M | $9.1M | 5 | 0 |
| Mar 2024 | $156.4M | $146.9M | $9.5M | 5 | 0 |
| Nov 2023 | $136.6M | $128.2M | $8.4M | 4 | 0 |
| Mar 2023 | $136.6M | $128.2M | $8.4M | 4 | 0 |
| Mar 2022 | $149.4M | $144.9M | $4.5M | 4 | 0 |
| Mar 2021 | $127.3M | $122.4M | $4.8M | 4 | 0 |
| Jun 2020 | $109.9M | $104.8M | $5.1M | 4 | 0 |
| Jun 2020 | $109.9M | $104.8M | $5.1M | 4 | 0 |
| Mar 2020 | $109.9M | $104.8M | $5.1M | 4 | 0 |
| Mar 2019 | $100.7M | $97.7M | $3M | 4 | 0 |
| May 2018 | $102.8M | $98.2M | $4.6M | 5 | 0 |
| Mar 2018 | $102.8M | $98.2M | $4.6M | 5 | 0 |
| Mar 2017 | $94.9M | $85.1M | $9.9M | 5 | 200 |
| Mar 2016 | $92.2M | $89.6M | $2.6M | 4 | 200 |
| Mar 2015 | $100.9M | $94.9M | $5.9M | 4 | 200 |
| Mar 2014 | $100.9M | $96.3M | $4.7M | 4 | 200 |
| Mar 2013 | $100.7M | $93.3M | $7.5M | 4 | 200 |
| Mar 2012 | $96.7M | $87.2M | $9.5M | 1 | 200 |
| Nov 2011 | $89.3M | $83.5M | $5.8M | 1 | 200 |
| Feb 2011 | $63.9M | $61.3M | $2.6M | 5 | -- |
| Mar 2008 | $61.9M | $59.1M | $2.8M | 5 | -- |
| Mar 2007 | $60.8M | $53.8M | $7M | 5 | -- |
| Mar 2006 | $99.5M | $94.4M | $5M | 5 | -- |
| Jun 2005 | $99M | $66M | $33M | 5 | -- |
| May 2004 | $35M | $35M | $0 | 5 | -- |
| Mar 2004 | $35M | $35M | $0 | 5 | -- |
| May 2002 | $53M | $33M | $20M | 10 | -- |
| Mar 2002 | $53M | $33M | $20M | 10 | -- |
DateMar 2025
Total AUM$156.9M
Discretionary$147.8M
Non-Disc.$9.1M
Employees5
Clients0
DateMar 2024
Total AUM$156.4M
Discretionary$146.9M
Non-Disc.$9.5M
Employees5
Clients0
DateNov 2023
Total AUM$136.6M
Discretionary$128.2M
Non-Disc.$8.4M
Employees4
Clients0
DateMar 2023
Total AUM$136.6M
Discretionary$128.2M
Non-Disc.$8.4M
Employees4
Clients0
DateMar 2022
Total AUM$149.4M
Discretionary$144.9M
Non-Disc.$4.5M
Employees4
Clients0
DateMar 2021
Total AUM$127.3M
Discretionary$122.4M
Non-Disc.$4.8M
Employees4
Clients0
DateJun 2020
Total AUM$109.9M
Discretionary$104.8M
Non-Disc.$5.1M
Employees4
Clients0
DateJun 2020
Total AUM$109.9M
Discretionary$104.8M
Non-Disc.$5.1M
Employees4
Clients0
DateMar 2020
Total AUM$109.9M
Discretionary$104.8M
Non-Disc.$5.1M
Employees4
Clients0
DateMar 2019
Total AUM$100.7M
Discretionary$97.7M
Non-Disc.$3M
Employees4
Clients0
DateMay 2018
Total AUM$102.8M
Discretionary$98.2M
Non-Disc.$4.6M
Employees5
Clients0
DateMar 2018
Total AUM$102.8M
Discretionary$98.2M
Non-Disc.$4.6M
Employees5
Clients0
DateMar 2017
Total AUM$94.9M
Discretionary$85.1M
Non-Disc.$9.9M
Employees5
Clients200
DateMar 2016
Total AUM$92.2M
Discretionary$89.6M
Non-Disc.$2.6M
Employees4
Clients200
DateMar 2015
Total AUM$100.9M
Discretionary$94.9M
Non-Disc.$5.9M
Employees4
Clients200
DateMar 2014
Total AUM$100.9M
Discretionary$96.3M
Non-Disc.$4.7M
Employees4
Clients200
DateMar 2013
Total AUM$100.7M
Discretionary$93.3M
Non-Disc.$7.5M
Employees4
Clients200
DateMar 2012
Total AUM$96.7M
Discretionary$87.2M
Non-Disc.$9.5M
Employees1
Clients200
DateNov 2011
Total AUM$89.3M
Discretionary$83.5M
Non-Disc.$5.8M
Employees1
Clients200
DateFeb 2011
Total AUM$63.9M
Discretionary$61.3M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2008
Total AUM$61.9M
Discretionary$59.1M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2007
Total AUM$60.8M
Discretionary$53.8M
Non-Disc.$7M
Employees5
Clients--
DateMar 2006
Total AUM$99.5M
Discretionary$94.4M
Non-Disc.$5M
Employees5
Clients--
DateJun 2005
Total AUM$99M
Discretionary$66M
Non-Disc.$33M
Employees5
Clients--
DateMay 2004
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees5
Clients--
DateMay 2002
Total AUM$53M
Discretionary$33M
Non-Disc.$20M
Employees10
Clients--
DateMar 2002
Total AUM$53M
Discretionary$33M
Non-Disc.$20M
Employees10
Clients--