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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAXTER, XELA, MICHELLE | I | COMPLIANCE OFFICER | NA | Control |
| BAXTER, XELA, MICHELLE | I | COMPLIANCE OFFICER | NA | Control |
| DONAHOE, JENNIFER, LYNN | I | COMPLIANCE OFFICER | NA | Control |
| DONAHOE, JENNIFER, LYNN | I | OFFICE MANAGER | NA | Control |
| EDWARDS, BYRON, CLYDE | I | RESEARCH ANALYST/TRADING ASSISTANT | NA | |
| EDWARDS, BYRON, CLYDE | I | RESEARCH ANALYST/TRADING ASSISTANT | NA | |
| FERRELL, JONATHAN, NEIL | I | DIRECTOR OF INVESTMENT RESEARCH | NA | |
| FERRELL, JONATHAN, NEIL | I | DIRECTOR OF INVESTMENT RESEARCH | NA | |
| MURCHISON, MELISSA, DENISE | I | DIRECTOR CLIENT SERVICE | NA | |
| MURCHISON, MELISSA, DENISE | I | DIRECTOR CLIENT SERVICE | NA | |
| MURCHISON, MELISSA, DENISE | I | DIRECTOR CLIENT SERVICE/COMPLIANCE OFFICER | NA | |
| MURCHISON, MELISSA, DENISE | I | DIRECTOR CLIENT SERVICE | NA | |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/PORTFOLIO MANAGER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| WHITE, NATHAN, DALE | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT | NA | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT | NA | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT | NA | Control |
| FOREVER YOUNG TRUST UA 92421 | DE | SHAREHOLDER | E | Control |
| FOREVER YOUNG TRUST UA 92421 | DE | SHAREHOLDER | E | Control |
| FOREVER YOUNG TRUST UA 92421 | DE | SHAREHOLDER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT, OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT, OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | E | Control |
| YOUNG, CATHERINE, B | I | OWNER | D | Control |
| YOUNG, CATHERINE, B | I | OWNER | D | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER/CCO | D | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | D | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | D | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT, OWNER | D | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER/CCO | D | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT/OWNER | D | Control |
| YOUNG, DAVID, ALLEN | I | PRESIDENT, OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| YOUNG, CATHERINE, BARTON | I | FOREVER YOUNG TRUST UA 92421 | F | Control |
| YOUNG, CATHERINE, BARTON | I | FOREVER YOUNG TRUST UA 92421 | F | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (18)
AZ CA CO DE FL GA ID IL IN LA NC NE NV OK OR TX UT WA
Address
3651 NORTH 100 EASTSUITE 275
PROVO, UT 84604-4557
United States
Phone: 801-375-2500