PARAGON ADVISORS, L.L.C.
Legal name: PARAGON FINANCIAL ADVISORS
CRD #143721 SEC #801-67813 COLLEGE STATION, TX 979-693-3907
SEC Registered
Total AUM
$847M
Discretionary
$846M
Employees
16
Clients
251
Accounts
2,329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $847M | $846M | $1M | 16 | 0 |
| May 2024 | $680.6M | $679.7M | $901.4K | 12 | 0 |
| Mar 2024 | $680.6M | $679.7M | $901.4K | 12 | 0 |
| Feb 2023 | $480.5M | $480.5M | $0 | 12 | 0 |
| Jul 2022 | $553.4M | $553.4M | $0 | 11 | 0 |
| Feb 2022 | $553.4M | $553.4M | $0 | 11 | 0 |
| Feb 2021 | $428.6M | $428.6M | $0 | 8 | 0 |
| Nov 2020 | $292.7M | $292.7M | $0 | 8 | 0 |
| Sep 2020 | $292.7M | $292.7M | $0 | 8 | 0 |
| Jun 2020 | $292.7M | $292.7M | $0 | 8 | 0 |
| Feb 2020 | $292.7M | $292.7M | $0 | 8 | 0 |
| Aug 2019 | $243M | $242.3M | $641.2K | 8 | 0 |
| Feb 2019 | $243M | $242.3M | $641.2K | 8 | 0 |
| Jun 2018 | $189.6M | $188.9M | $708.7K | 7 | 0 |
| Mar 2018 | $189.6M | $188.9M | $708.7K | 7 | 0 |
| Aug 2017 | $145.4M | $144.7M | $713.6K | 7 | 100 |
| May 2017 | $145.4M | $144.7M | $713.6K | 7 | 100 |
| Mar 2017 | $145.4M | $144.7M | $713.6K | 7 | 100 |
| May 2016 | $151.2M | $150.5M | $728.5K | 6 | 100 |
| Mar 2016 | $151.2M | $150.5M | $728.5K | 6 | 100 |
| Aug 2015 | $199.2M | $198.3M | $841.6K | 5 | 100 |
| Aug 2015 | $199.2M | $198.3M | $841.6K | 5 | 100 |
| Mar 2015 | $199.2M | $198.3M | $841.6K | 6 | 100 |
| Mar 2014 | $174.5M | $173.6M | $869.5K | 6 | 100 |
| Feb 2014 | $174.5M | $173.6M | $869.5K | 6 | 100 |
| Mar 2013 | $191.2M | $190.4M | $874.6K | 5 | 26 |
| Mar 2012 | $158.5M | $157.7M | $847.7K | 1 | 200 |
| May 2011 | $58.8M | $56.4M | $2.4M | 5 | -- |
| May 2011 | $58.8M | $56.4M | $2.4M | 5 | -- |
| Mar 2011 | $58.8M | $56.4M | $2.4M | 5 | -- |
| Jan 2008 | $30.2M | $29.2M | $1.1M | 5 | -- |
| Sep 2007 | $29.4M | $28.8M | $580K | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$847M
Discretionary$846M
Non-Disc.$1M
Employees16
Clients0
DateMay 2024
Total AUM$680.6M
Discretionary$679.7M
Non-Disc.$901.4K
Employees12
Clients0
DateMar 2024
Total AUM$680.6M
Discretionary$679.7M
Non-Disc.$901.4K
Employees12
Clients0
DateFeb 2023
Total AUM$480.5M
Discretionary$480.5M
Non-Disc.$0
Employees12
Clients0
DateJul 2022
Total AUM$553.4M
Discretionary$553.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2022
Total AUM$553.4M
Discretionary$553.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2021
Total AUM$428.6M
Discretionary$428.6M
Non-Disc.$0
Employees8
Clients0
DateNov 2020
Total AUM$292.7M
Discretionary$292.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$292.7M
Discretionary$292.7M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$292.7M
Discretionary$292.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$292.7M
Discretionary$292.7M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$243M
Discretionary$242.3M
Non-Disc.$641.2K
Employees8
Clients0
DateFeb 2019
Total AUM$243M
Discretionary$242.3M
Non-Disc.$641.2K
Employees8
Clients0
DateJun 2018
Total AUM$189.6M
Discretionary$188.9M
Non-Disc.$708.7K
Employees7
Clients0
DateMar 2018
Total AUM$189.6M
Discretionary$188.9M
Non-Disc.$708.7K
Employees7
Clients0
DateAug 2017
Total AUM$145.4M
Discretionary$144.7M
Non-Disc.$713.6K
Employees7
Clients100
DateMay 2017
Total AUM$145.4M
Discretionary$144.7M
Non-Disc.$713.6K
Employees7
Clients100
DateMar 2017
Total AUM$145.4M
Discretionary$144.7M
Non-Disc.$713.6K
Employees7
Clients100
DateMay 2016
Total AUM$151.2M
Discretionary$150.5M
Non-Disc.$728.5K
Employees6
Clients100
DateMar 2016
Total AUM$151.2M
Discretionary$150.5M
Non-Disc.$728.5K
Employees6
Clients100
DateAug 2015
Total AUM$199.2M
Discretionary$198.3M
Non-Disc.$841.6K
Employees5
Clients100
DateAug 2015
Total AUM$199.2M
Discretionary$198.3M
Non-Disc.$841.6K
Employees5
Clients100
DateMar 2015
Total AUM$199.2M
Discretionary$198.3M
Non-Disc.$841.6K
Employees6
Clients100
DateMar 2014
Total AUM$174.5M
Discretionary$173.6M
Non-Disc.$869.5K
Employees6
Clients100
DateFeb 2014
Total AUM$174.5M
Discretionary$173.6M
Non-Disc.$869.5K
Employees6
Clients100
DateMar 2013
Total AUM$191.2M
Discretionary$190.4M
Non-Disc.$874.6K
Employees5
Clients26
DateMar 2012
Total AUM$158.5M
Discretionary$157.7M
Non-Disc.$847.7K
Employees1
Clients200
DateMay 2011
Total AUM$58.8M
Discretionary$56.4M
Non-Disc.$2.4M
Employees5
Clients--
DateMay 2011
Total AUM$58.8M
Discretionary$56.4M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2011
Total AUM$58.8M
Discretionary$56.4M
Non-Disc.$2.4M
Employees5
Clients--
DateJan 2008
Total AUM$30.2M
Discretionary$29.2M
Non-Disc.$1.1M
Employees5
Clients--
DateSep 2007
Total AUM$29.4M
Discretionary$28.8M
Non-Disc.$580K
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--