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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARAGON CAPITAL MANAGEMENT LLC

CRD 108168

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09a34ff0-0e0d-826b-d7df-d12de2192edf

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 2
On other graphs: 1
Observed: Mar 9, 2012 to Jul 20, 2026
43 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Paragon Capital Management LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $740MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $740M
Private client RAUM: $740MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $82.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 785
Individual clients: 134
High net worth clients: 216
Custody, client assets: $237M
SEC number: 801-55805
CRD: 108168
Filings on the tape: 43
First filed: Mar 9, 2012
Latest filed: Jul 20, 2026
Organised: Limited Liability Company, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CRAIG BARTON NOVORR	n/a	OVERLAND PARK, KS	20	20	n/a	no
GUERRY C HARRIS	Certified Financial Planner	Austin, TX \| OVERLAND PARK, KS	6	33	1	no
SHANNON N YARBROUGH	n/a	OVERLAND PARK, KS \| Babcock Ranch, FL	5	29	5	no
NILY LEVY	n/a	OVERLAND PARK, KS \| Concord, CA	5	34	1	no
EUGENE RONALD PAL	n/a	OVERLAND PARK, KS	4	33	n/a	no
RICHARD EDWARD HEIDEMANN	Chartered Financial Analyst	OVERLAND PARK, KS	3	10	n/a	no
Brady James Hogan	n/a	OVERLAND PARK, KS	0	12	n/a	no
Daniel Xavier Green	n/a	OVERLAND PARK, KS	0	11	n/a	no
Tyler Novorr	n/a	OVERLAND PARK, KS	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
NOVORR, CRAIG, BARTON	CHIEF COMPLIANCE OFFICER/MANAGER/MEMBER	E	yes	08/2006	Mar 9, 2012	Mar 21, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$740M	$740M	10	8	0	n/a	n/a
2024	Apr 3, 2025	$633M	$633M	9	8	0	n/a	n/a
2023	Mar 21, 2024	$545M	$545M	6	6	1	n/a	n/a
2022	Mar 23, 2023	$451M	$451M	6	6	1	n/a	n/a
2021	Mar 3, 2022	$441M	$441M	6	6	2	n/a	n/a
2020	Mar 8, 2021	$361M	$361M	8	4	2	n/a	n/a
2019	Feb 11, 2020	$315M	$315M	8	5	1	n/a	n/a
2018	Mar 12, 2019	$313M	$313M	8	4	1	n/a	n/a
2017	Mar 20, 2018	$480M	$480M	9	5	0	n/a	n/a
2016	Mar 9, 2017	$505M	$505M	7	5	n/a	n/a	n/a
2015	Mar 10, 2016	$457M	$457M	7	5	n/a	n/a	n/a
2014	Feb 23, 2015	$438M	$438M	4	4	n/a	n/a	n/a
2013	Feb 12, 2014	$369M	$369M	4	4	n/a	n/a	n/a
2012	Mar 22, 2013	$306M	$306M	4	3	n/a	n/a	n/a
2011	Mar 9, 2012	$316M	$316M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	11.1%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$740M	$633M	16.8%	$451M	17.9%	10	9	0	0

Relationships

Registered with (13)

← Tyler NovorrAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← Daniel Xavier GreenAdvisorregistration: current employment
Nov 13, 2025 to presentfactForm ADV
← Brady James HoganAdvisorregistration: current employment
Nov 3, 2025 to presentfactForm ADV
← RICHARD EDWARD HEIDEMANNAdvisorregistration: current employment
Mar 6, 2023 to presentfactForm ADV
← EUGENE RONALD PALAdvisorregistration: current employment
Dec 14, 2021 to presentfactForm ADV
← NILY LEVYAdvisorregistration: current employment
Nov 25, 2020 to presentfactForm ADV
← SHANNON N YARBROUGHAdvisorregistration: current employment
Oct 21, 2020 to presentfactForm ADV
← GUERRY C HARRISAdvisorregistration: current employment
Dec 12, 2019 to presentfactForm ADV
← CRAIG BARTON NOVORRAdvisorregistration: current employment
Sep 8, 2006 to presentfactForm ADV
← JAMIE CHRISTOPHER CINOTTOAdvisorregistration: previous registration
Jan 13, 2025 to Mar 13, 2026factForm ADV
← ELIZABETH JANE MCLEODAdvisorregistration: previous registration
Jan 2, 2002 to Aug 17, 2018factForm ADV
← Tammy Lee Ann BreitenbachAdvisorregistration: previous registration
Dec 5, 2008 to May 29, 2018factForm ADV
← ETHEL JEAN DAVISAdvisorregistration: previous registration
Oct 26, 2006 to Aug 27, 2012factForm ADV

Controls (1)

← NOVORR, CRAIG, BARTONOwnerCHIEF COMPLIANCE OFFICER/MANAGER/MEMBER, ownership code E, individual
Mar 9, 2012 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 13, 2026
Advisor changed firm
Jamie Christopher Cinotto left Paragon Capital Management Llc for Triad Wealth Partners, Llc (registered 2026-08-11)
Form ADVobserved 4 days ago
Occurred
Mar 12, 2019
Regulatory AUM changed
Paragon Capital Management Llc reported RAUM $312.7M, down 35% from $480.4M (2018-08-18 to 2019-03-12)
Form ADVobserved 4 days ago
$-168M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09a34ff0-0e0d-826b-d7df-d12de2192edf
First observed: Mar 9, 2012
Last observed: Jul 20, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PARAGON CAPITAL MANAGEMENT LLC

CRD 108168

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09a34ff0-0e0d-826b-d7df-d12de2192edf

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CRAIG BARTON NOVORR

n/a

OVERLAND PARK, KS

n/a

GUERRY C HARRIS

Certified Financial Planner

Austin, TX | OVERLAND PARK, KS

SHANNON N YARBROUGH

n/a

OVERLAND PARK, KS | Babcock Ranch, FL

NILY LEVY

n/a

OVERLAND PARK, KS | Concord, CA

EUGENE RONALD PAL

n/a

OVERLAND PARK, KS

n/a

RICHARD EDWARD HEIDEMANN

Chartered Financial Analyst

OVERLAND PARK, KS

n/a

Brady James Hogan

n/a

OVERLAND PARK, KS

n/a

Daniel Xavier Green

n/a

OVERLAND PARK, KS

n/a

Tyler Novorr

n/a

OVERLAND PARK, KS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NOVORR, CRAIG, BARTON

CHIEF COMPLIANCE OFFICER/MANAGER/MEMBER

yes

08/2006

Mar 9, 2012

Mar 21, 2024

City

State

Country

Employees

Also broker-dealer

Dallas

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$740M

n/a

2024

Apr 3, 2025

$633M

n/a

2023

Mar 21, 2024

$545M

n/a

2022

Mar 23, 2023

$451M

n/a

2021

Mar 3, 2022

$441M

n/a

2020

Mar 8, 2021

$361M

n/a

2019

Feb 11, 2020

$315M

n/a

2018

Mar 12, 2019

$313M

n/a

2017

Mar 20, 2018

$480M

n/a

2016

Mar 9, 2017

$505M

n/a

2015

Mar 10, 2016

$457M

n/a

2014

Feb 23, 2015

$438M

n/a

2013

Feb 12, 2014

$369M

n/a

2012

Mar 22, 2013

$306M

n/a

2011

Mar 9, 2012

$316M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$740M

$633M

16.8%

$451M

17.9%