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| Paragon Advisors LLC
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|---|---|
| CRD # | 143721 |
| SEC # | 801-67813 |
| CIK # | 0001799719, 0001706299 |
| AUM | 1,045.2 M (2026-06-26) |
| Employees | 17 (82% Investors, 0% Brokers) |
| Phone | 979-693-3907 |
| Address | 215 Rock Prairie Rd College Station, TX 77845 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Grayscale Bitcoin MINI Trust BTC | 32.2 | ||
| Broadcom Inc | 14.1 | ||
| Nvidia Corp | 14.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 10.8 | ||
| Microsoft Corp | 9.6 | ||
| Alphabet Inc | 7.0 | ||
| ASML Holding NV | 5.8 | ||
| Amazon Com Inc | 5.7 | ||
| ServiceNow Inc | 5.7 | ||
| Facebook Inc | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 79.4 |
| (b) Individuals (high net worth individuals) | 252 | 870.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 47.2 |
| (h) Charitable organizations | 6 | 47.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,696 | 1,045.2 |
| By Discretionary | ||
| Discretionary | 2,696 | 1,045.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,696 | 1,045.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 1,041.5 | |
| Total | 2,696 | 1,045.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001706299] | |
| 13F-HR | [0001799719] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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