Paragon Advisors, L.L.C.
● SEC registered since 2007CRD 143721SEC# 801-67813College Station, TX
Reg. AUM
$1.05B
Employees
17
Accounts
2,696
Location
College Station, TX
Paragon Advisors, L.L.C. assets under management
Paragon Advisors, L.L.C. is an investment advisory firm registered with the SEC based in College Station, TX. The firm has been registered since 2007. It reports $1 billion in regulatory assets under management and employs 17 people.
Paragon Advisors, L.L.C. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brittany Koehl McGee Irr Trust | Shareholder | 25-50% | 2024 |
| David Wall Hailey Control | Managing Member | 25-50% | 2007 |
| Heather Raye Jendrusch | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Paragon Advisors, L.L.C. manage?
Paragon Advisors, L.L.C. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Paragon Advisors, L.L.C. have?
Paragon Advisors, L.L.C. reports 17 employees.
Where is Paragon Advisors, L.L.C. located?
Paragon Advisors, L.L.C. is based in College Station, TX and has been SEC-registered since 2007.
Does Paragon Advisors, L.L.C. disclose fund performance?
Paragon Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 215 Rock Prairie Rd., College Station, TX 77845 |
| Phone | 979-693-3907 |
| Fax | 979-693-6198 |
| Office hours | M-Th 9a.m. To 5p.m./F 9a.m. To 3p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.05B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.05Bregulatory AUM
Discretionary $1.05B