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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

PARAGON ADVISORS LLC

CRD 106807

NAPERVILLE, IL

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:26240026-b778-2232-d86c-e783d185caa5

Data as of Feb 7, 2014 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2012 to Feb 7, 2014
4 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $183MItem 5.F on the latest filing (2014-02-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $93.9M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 8
Accounts: 1,097
SEC number: 801-49383
CRD: 106807
Filings on the tape: 4
First filed: Feb 23, 2012
Latest filed: Feb 7, 2014
Organised: Limited Liability Company, Illinois

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
DEJONG, GREGORY, SCOTT	President	E	yes	05/1995	Feb 23, 2012	Feb 7, 2014
HOLSTROM, BRYAN, DONALD	VICE PRESIDENT	B	yes	09/2006	Feb 23, 2012	Feb 7, 2014
RIDER, KERRY, KEARNS	CHIEF COMPLIANCE OFFICER	Na	no	11/2008	Feb 23, 2012	Feb 7, 2014

Offices

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

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	n/a	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Mar 22, 2013	$183M	$93.9M	8	8	n/a	n/a	n/a
2011	Feb 23, 2012	$146M	$0	n/a	n/a	n/a	n/a	n/a

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
2012	$183M	$146M	25.5%	n/a	n/a	8	n/a	n/a	n/a

Relationships

Controls (2)

← DEJONG, GREGORY, SCOTTOwnerPRESIDENT, ownership code E, individual
Feb 23, 2012 to presentfactForm ADV
← HOLSTROM, BRYAN, DONALDOwnerVICE PRESIDENT, ownership code B, individual
Feb 23, 2012 to presentfactForm ADV

Owns (1)

← RIDER, KERRY, KEARNSOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 23, 2012 to presentfactForm ADV

Registered with (4)

← BRYAN DONALD HOLSTROMAdvisorregistration: previous registration
Oct 20, 2006 to Jan 6, 2014factForm ADV
← RICHARD EARLE SACKETTAdvisorregistration: previous registration
Jul 27, 1998 to Jan 6, 2014factForm ADV
← H. RAYMOND SHERRYAdvisorregistration: previous registration
Aug 7, 2000 to Apr 18, 2008factForm ADV
← THOMAS RONALD CZANSTKOWSKIAdvisorregistration: previous registration
Aug 7, 2000 to Apr 18, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26240026-b778-2232-d86c-e783d185caa5
First observed: Feb 23, 2012
Last observed: Feb 7, 2014 153 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 ADVISORS LLC

CRD 106807

NAPERVILLE, IL

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:26240026-b778-2232-d86c-e783d185caa5

Data as of Feb 7, 2014 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DEJONG, GREGORY, SCOTT

President

yes

05/1995

Feb 23, 2012

Feb 7, 2014

HOLSTROM, BRYAN, DONALD

VICE PRESIDENT

yes

09/2006

Feb 23, 2012

Feb 7, 2014

RIDER, KERRY, KEARNS

CHIEF COMPLIANCE OFFICER

11/2008

Feb 23, 2012

Feb 7, 2014

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 22, 2013

$183M

$93.9M

n/a

2011

Feb 23, 2012

$146M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$183M

$146M

25.5%

n/a