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Paragon Capital Management

● SEC registered since 1990CRD 105147SEC# 801-36249Denver, CO
Export (members)
Reg. AUM
$1.32B
Employees
6
Accounts
984
Location
Denver, CO

Paragon Capital Management assets under management

Paragon Capital Management is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 1990. It reports $1.3 billion in regulatory assets under management and employs 6 people.

Paragon Capital Management owners & executives

4 reported
NameTitleOwnershipSince
Brian Goodstadt ControlManaging Director10-25%2021
Jay Fairfield Ratterman ControlOwner/Advisor10-25%2022
Lawrence Ernest Orgill ControlChief Compliance Officer10-25%2021
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Frequently asked questions

How much does Paragon Capital Management manage?

Paragon Capital Management reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Paragon Capital Management have?

Paragon Capital Management reports 6 employees.

Where is Paragon Capital Management located?

Paragon Capital Management is based in Denver, CO and has been SEC-registered since 1990.

Does Paragon Capital Management disclose fund performance?

Paragon Capital Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address999 18th St., Ste 1401, Denver, CO 80202
Phone303-293-3680
Fax303-293-3849
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.32B▲ 5%
Mar '25 — $1.25BApr '25 — $1.25BMay '25 — $1.25BJun '25 — $1.25BJul '25 — $1.25BAug '25 — $1.25BSep '25 — $1.25BOct '25 — $1.25BNov '25 — $1.25BDec '25 — $1.25BJan '26 — $1.25BFeb '26 — $1.25BMar '26 — $1.32BApr '26 — $1.32BMay '26 — $1.32BJun '26 — $1.32B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$1.32Bregulatory AUM
Discretionary $1.17BNon-discretionary $144.6M