PARAGON FINANCIAL SERVICES
CRD #164832 SEC #801-117764 RICHMOND, VA 804-673-8888
SEC Registered
Total AUM
$337.4M
Discretionary
$337.4M
Employees
7
Clients
10
Accounts
1,312
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $337.4M | $337.4M | $0 | 7 | 0 |
| Apr 2025 | $337.4M | $337.4M | $0 | 7 | 0 |
| Mar 2025 | $337.4M | $337.4M | $0 | 7 | 0 |
| Mar 2024 | $280.9M | $280.9M | $0 | 4 | 0 |
| Mar 2024 | $280.9M | $280.9M | $0 | 4 | 0 |
| Feb 2024 | $280.9M | $280.9M | $0 | 4 | 0 |
| Oct 2023 | $254.5M | $254.5M | $0 | 4 | 0 |
| Apr 2023 | $254.5M | $254.5M | $0 | 4 | 0 |
| Mar 2023 | $254.5M | $254.5M | $0 | 4 | 0 |
| Mar 2023 | $254.5M | $254.5M | $0 | 4 | 0 |
| Feb 2022 | $288M | $288M | $0 | 3 | 3 |
| Mar 2021 | $241.7M | $241.7M | $0 | 3 | 0 |
| Feb 2021 | $241.7M | $241.7M | $0 | 3 | 0 |
| Jan 2021 | $194.6M | $194.6M | $0 | 3 | 0 |
| Jun 2020 | $194.6M | $194.6M | $0 | 3 | 0 |
| Mar 2020 | $194.6M | $194.6M | $0 | 3 | 0 |
| Nov 2019 | $143.1M | $143.1M | $0 | 3 | 0 |
DateJul 2025
Total AUM$337.4M
Discretionary$337.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2025
Total AUM$337.4M
Discretionary$337.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$337.4M
Discretionary$337.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$280.9M
Discretionary$280.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees3
Clients3
DateMar 2021
Total AUM$241.7M
Discretionary$241.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$241.7M
Discretionary$241.7M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$143.1M
Discretionary$143.1M
Non-Disc.$0
Employees3
Clients0