|
⚲
|
| Keyboard |
| Paragon Financial Services
✚
|
|
|---|---|
| CRD # | 164832 |
| SEC # | 801-117764 |
| CIK # | |
| AUM | 383.7 M (2026-03-06) |
| Employees | 7 (57% Investors, 43% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-673-8888 |
| Address | 3761 Westerre Parkway Richmond, VA 23233 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 432 | 93.8 |
| (b) Individuals (high net worth individuals) | 297 | 271.7 |
| (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 | 2 | 1.0 |
| (h) Charitable organizations | 5 | 4.7 |
| (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 | 2 | 12.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,382 | 383.7 |
| By Discretionary | ||
| Discretionary | 1,382 | 383.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,382 | 383.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 383.7 | |
| Total | 1,382 | 383.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Planning Strategies Inc
✚
|
PA | 384.8 M |
|
Global Trust Asset Management LLC
✚
|
FL | 384.5 M |
|
Longview Financial Advisors LLC
✚
|
383.9 M | |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 383.7 M |
|
Arcadia Wealth Management Inc
✚
|
NY | 383.6 M |
|
Cascades Capital Asset Management LLC
✚
|
NC | 383.3 M |
|
Keating Investment Counselors Inc
✚
|
FL | 383.1 M |
|
Capital Management LLC
✚
|
NC | 383.0 M |
|
One One Wealth Management LLC
✚
|
FL | 383.0 M |
|
Accent Capital Management LLC
✚
|
OH | 382.7 M |