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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

PARAGON FINANCIAL ADVISORS

PARAGON ADVISORS, L.L.C., CRD 143721

COLLEGE STATION, TX

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:12f96b0d-5d0d-bd38-70b9-d4e7492e5a09

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 6
On other graphs: 0
Observed: Mar 28, 2012 to Jul 16, 2026
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.0BItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $950MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $87.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 14
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,696
Individual clients: 185
High net worth clients: 252
Custody, client assets: $370M
SEC number: 801-67813
CRD: 143721
Filings on the tape: 30
First filed: Mar 28, 2012
Latest filed: Jul 16, 2026
Organised: Limited Liability Company, TX

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
DAVID WALL HAILEY	Certified Financial Planner	COLLEGE STATION, TX	19	19	n/a	no
ROBERT CASEY CALHOUN	Certified Financial Planner\|Chartered Financial Analyst	COLLEGE STATION, TX	10	16	n/a	no
STEPHEN RICHARD MCGEE	Certified Financial Planner	COLLEGE STATION, TX	9	11	1	no
Matthew Jordan Spradling	Certified Financial Planner	COLLEGE STATION, TX	4	14	n/a	no
HEATHER RAYE JENDRUSCH	Certified Financial Planner	COLLEGE STATION, TX	3	11	1	no
Ryan Matthew Briggs	n/a	COLLEGE STATION, TX	1	12	1	no
Matthew Brandon Lee	Certified Financial Planner	COLLEGE STATION, TX	1	12	n/a	no
CALEB AARON RUSSELL	Certified Financial Planner	COLLEGE STATION, TX	1	12	n/a	no
Sarah Elizabeth Kvistad	Certified Financial Planner	COLLEGE STATION, TX	1	11	n/a	no
Andri Isabella Buckley	n/a	COLLEGE STATION, TX	0	11	n/a	no
WILLIAM JENE TEBEAUX	Certified Financial Planner\|Chartered Financial Analyst	COLLEGE STATION, TX	0	34	2	no
Carissa Faith Steffler	n/a	COLLEGE STATION, TX	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
CALHOUN, ROBERT, CASEY	MANAGING MEMBER	C	yes	01/2016	Mar 21, 2016	May 28, 2024
HAILEY, DAVID, WALL	MANAGING MEMBER	D	yes	04/2007	Mar 28, 2012	May 28, 2024
BRITTANY KOEHL MCGEE IRR TRUST	Shareholder	C	no	12/2024	Jul 16, 2026	Jul 16, 2026
JENDRUSCH, HEATHER, RAYE	CHIEF COMPLIANCE OFFICER	Na	no	01/2026	Jul 16, 2026	Jul 16, 2026
MCGEE, STEPHEN, RICHARD	Partner	A	no	09/2020	Sep 15, 2020	May 28, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$1.0B	$1.0B	17	14	0	n/a	n/a
2024	Mar 24, 2025	$847M	$846M	16	9	0	n/a	n/a
2023	Mar 24, 2024	$681M	$680M	12	7	0	n/a	n/a
2022	Feb 17, 2023	$481M	$481M	12	8	0	n/a	n/a
2021	Feb 4, 2022	$553M	$553M	11	7	0	n/a	n/a
2020	Feb 23, 2021	$429M	$429M	8	6	0	n/a	n/a
2019	Feb 10, 2020	$293M	$293M	8	6	0	n/a	n/a
2018	Feb 26, 2019	$243M	$242M	8	6	0	n/a	n/a
2017	Mar 1, 2018	$190M	$189M	7	5	0	n/a	n/a
2016	Mar 9, 2017	$145M	$145M	7	5	n/a	n/a	n/a
2015	Mar 21, 2016	$151M	$151M	6	4	n/a	n/a	n/a
2014	Mar 13, 2015	$199M	$198M	6	4	n/a	n/a	n/a
2013	Feb 21, 2014	$174M	$174M	6	4	n/a	n/a	n/a
2012	Mar 26, 2013	$191M	$190M	5	3	n/a	n/a	n/a
2011	Mar 28, 2012	$159M	$158M	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	2	-2	16.7%	0	0	0	1	2

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	$1.0B	$847M	23.4%	$481M	29.6%	17	16	0	0

Relationships

Registered with (15)

← Carissa Faith StefflerAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← WILLIAM JENE TEBEAUXAdvisorregistration: previous registration
May 16, 2007 to May 1, 2024factForm ADV
← Andri Isabella BuckleyAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← Sarah Elizabeth KvistadAdvisorregistration: current employment
Sep 8, 2025 to presentfactForm ADV
← CALEB AARON RUSSELLAdvisorregistration: current employment
Aug 19, 2025 to presentfactForm ADV
← Matthew Brandon LeeAdvisorregistration: current employment
May 27, 2025 to presentfactForm ADV
← Ryan Matthew BriggsAdvisorregistration: current employment
Nov 6, 2024 to presentfactForm ADV
← HEATHER RAYE JENDRUSCHAdvisorregistration: current employment
Jan 10, 2023 to presentfactForm ADV
← Matthew Jordan SpradlingAdvisorregistration: current employment
Aug 23, 2022 to presentfactForm ADV
← STEPHEN RICHARD MCGEEAdvisorregistration: current employment
Oct 14, 2016 to presentfactForm ADV
← ROBERT CASEY CALHOUNAdvisorregistration: current employment
Nov 17, 2015 to presentfactForm ADV
← DAVID WALL HAILEYAdvisorregistration: current employment
May 16, 2007 to presentfactForm ADV
← SERGIO RENE TEAGUEAdvisorregistration: previous registration
Jun 9, 2023 to Mar 19, 2026factForm ADV
← John Taylor ShawAdvisorregistration: previous registration
Oct 20, 2025 to Feb 4, 2026factForm ADV
← SARAH Darlene BUENGERAdvisorregistration: previous registration
Apr 22, 2009 to Aug 3, 2015factForm ADV

Controls (2)

← HAILEY, DAVID, WALLOwnerMANAGING MEMBER, ownership code D, individual
Mar 28, 2012 to May 28, 2024factForm ADV
← CALHOUN, ROBERT, CASEYOwnerMANAGING MEMBER, ownership code C, individual
Mar 21, 2016 to May 28, 2024factForm ADV

Owns (1)

← MCGEE, STEPHEN, RICHARDOwnerPARTNER, ownership code A, individual
Sep 15, 2020 to May 28, 2024factForm ADV

Dated events

Occurred
Mar 19, 2026
Advisor changed firm
Sergio Rene Teague left Paragon Financial Advisors for Maslow Wealth Advisors (registered 2026-05-12)
Form ADVobserved 4 days ago
Occurred
Feb 4, 2026
Advisor changed firm
John Taylor Shaw left Paragon Financial Advisors for Evidence Wealth, Llc (registered 2026-03-02)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2024
Regulatory AUM changed
Paragon Financial Advisors reported RAUM $680.6M, up 42% from $480.5M (2023-02-17 to 2024-03-24)
Form ADVobserved 4 days ago
$200M
Occurred
Feb 4, 2022
Regulatory AUM changed
Paragon Financial Advisors reported RAUM $553.4M, up 29% from $428.6M (2021-02-23 to 2022-02-04)
Form ADVobserved 4 days ago
$125M
Occurred
Feb 23, 2021
Regulatory AUM changed
Paragon Financial Advisors reported RAUM $428.6M, up 46% from $292.7M (2020-11-02 to 2021-02-23)
Form ADVobserved 4 days ago
$136M
Occurred
Aug 8, 2019
Control person left
Jene William Tebeaux (Managing Member) no longer on Schedule A of Paragon Financial Advisors (listed 2019-02-26, absent 2019-08-08)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:12f96b0d-5d0d-bd38-70b9-d4e7492e5a09
First observed: Mar 28, 2012
Last observed: Jul 16, 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 FINANCIAL ADVISORS

PARAGON ADVISORS, L.L.C., CRD 143721

COLLEGE STATION, TX

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:12f96b0d-5d0d-bd38-70b9-d4e7492e5a09

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:10 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID WALL HAILEY

Certified Financial Planner

COLLEGE STATION, TX

n/a

ROBERT CASEY CALHOUN

Certified Financial Planner|Chartered Financial Analyst

COLLEGE STATION, TX

n/a

STEPHEN RICHARD MCGEE

Certified Financial Planner

COLLEGE STATION, TX

Matthew Jordan Spradling

Certified Financial Planner

COLLEGE STATION, TX

n/a

HEATHER RAYE JENDRUSCH

Certified Financial Planner

COLLEGE STATION, TX

Ryan Matthew Briggs

n/a

COLLEGE STATION, TX

Matthew Brandon Lee

Certified Financial Planner

COLLEGE STATION, TX

n/a

CALEB AARON RUSSELL

Certified Financial Planner

COLLEGE STATION, TX

n/a

Sarah Elizabeth Kvistad

Certified Financial Planner

COLLEGE STATION, TX

n/a

Andri Isabella Buckley

n/a

COLLEGE STATION, TX

n/a

WILLIAM JENE TEBEAUX

Certified Financial Planner|Chartered Financial Analyst

COLLEGE STATION, TX

Carissa Faith Steffler

n/a

COLLEGE STATION, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALHOUN, ROBERT, CASEY

MANAGING MEMBER

yes

01/2016

Mar 21, 2016

May 28, 2024

HAILEY, DAVID, WALL

MANAGING MEMBER

yes

04/2007

Mar 28, 2012

May 28, 2024

BRITTANY KOEHL MCGEE IRR TRUST

Shareholder

12/2024

Jul 16, 2026

JENDRUSCH, HEATHER, RAYE

CHIEF COMPLIANCE OFFICER

01/2026

Jul 16, 2026

MCGEE, STEPHEN, RICHARD

Partner

09/2020

Sep 15, 2020

May 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$1.0B

n/a

2024

Mar 24, 2025

$847M

$846M

n/a

2023

Mar 24, 2024

$681M

$680M

n/a

2022

Feb 17, 2023

$481M

n/a

2021

Feb 4, 2022

$553M

n/a

2020

Feb 23, 2021

$429M

n/a

2019

Feb 10, 2020

$293M

n/a

2018

Feb 26, 2019

$243M

$242M

n/a

2017

Mar 1, 2018

$190M

$189M

n/a

2016

Mar 9, 2017

$145M

n/a

2015

Mar 21, 2016

$151M

n/a

2014

Mar 13, 2015

$199M

$198M

n/a

2013

Feb 21, 2014

$174M

n/a

2012

Mar 26, 2013

$191M

$190M

n/a

2011

Mar 28, 2012

$159M

$158M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-2

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.0B

$847M

23.4%

$481M

29.6%