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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARAGON WEALTH MANAGEMENT

PARAGON CAPITAL MANAGEMENT INC, CRD 105962

PROVO, UT

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:ba4c920f-a22a-7397-47ad-3cbe0a28bc01

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 2
Observed: Nov 28, 2011 to Mar 18, 2026
21 observations

Across DFX

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

Private Equityidentity

Paragon Wealth Management

Private equity manager · shared crd

Independent Sponsorsidentity

Paragon Wealth Management

Capital provider to sponsors · 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=0.85 fund_share=0.11 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $153MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $146M
Private client RAUM: $131MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $51.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 451
Individual clients: 149
High net worth clients: 31
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $98.0M
SEC number: 801-45326
CIK: 2038506
CRD: 105962
Filings on the tape: 21
First filed: Nov 28, 2011
Latest filed: Mar 18, 2026
Organised: Corporation, UT

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 ALLEN YOUNG	n/a	PROVO, UT	23	34	1	no
NATHAN DALE WHITE	Chartered Financial Analyst	PROVO, UT	19	30	n/a	no
KANEIL MENLOVE	n/a	PROVO, UT	12	13	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PARAGON INCOME FUND, L.P.	Other Private Fund	$11.3M	Mar 26, 2024	12	May 16, 2018	reported	021-283142
PARAGON PRIVATE STRATEGIES FUND, L.P.	Private Equity Fund	$3.4M	Mar 26, 2024	6	Mar 28, 2014	reported	021-194981

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
FOREVER YOUNG TRUST UA 92421	Shareholder	E	yes	11/2021	Nov 17, 2023	Mar 26, 2024
WHITE, NATHAN, DALE	CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER	Na	yes	09/2006	Nov 28, 2011	Mar 26, 2024
YOUNG, CATHERINE, BARTON	Trustee	F	yes	09/2021	Nov 17, 2023	Mar 26, 2024
YOUNG, DAVID, ALLEN	President	Na	yes	11/1993	Nov 28, 2011	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PARAGON I GP, LLC	n/a	n/a	n/a	N	yes	n/a
PARAGON INCOME I GP, LLC	n/a	n/a	n/a	N	yes	n/a

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 18, 2026	$153M	$146M	5	3	0	2	n/a
2024	Mar 25, 2025	$157M	$148M	5	3	0	2	n/a
2023	Mar 26, 2024	$156M	$147M	5	3	0	2	$14.7M
2022	Mar 29, 2023	$137M	$128M	4	3	0	2	$17.2M
2021	Mar 23, 2022	$149M	$145M	4	3	0	2	$18.6M
2020	Mar 25, 2021	$127M	$122M	4	4	0	2	$18.9M
2019	Mar 24, 2020	$110M	$105M	4	4	0	2	$19.2M
2018	Mar 15, 2019	$101M	$97.7M	4	3	0	2	$19.2M
2017	Mar 27, 2018	$103M	$98.2M	5	3	0	1	$16.3M
2016	Mar 30, 2017	$94.9M	$85.1M	5	2	n/a	1	$21.2M
2015	Mar 30, 2016	$92.2M	$89.6M	4	2	n/a	1	$20.1M
2014	Mar 30, 2015	$101M	$94.9M	4	2	n/a	1	$17.5M
2013	Mar 28, 2014	$101M	$96.3M	4	2	n/a	1	$14.0M
2012	Mar 27, 2013	$101M	$93.3M	4	2	n/a	n/a	n/a
2011	Mar 29, 2012	$96.7M	$87.2M	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	0	0	0.0%	0	0	0	0	0

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	$153M	$157M	-2.2%	$137M	4.0%	5	5	0	0

Relationships

Advises (2)

→ PARAGON PRIVATE STRATEGIES FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 28, 2014 to presentfactForm ADV
→ PARAGON INCOME FUND, L.P.Private fundOther Private Fund, IA
May 16, 2018 to presentfactForm ADV

Registered with (5)

← KANEIL MENLOVEAdvisorregistration: current employment
Aug 4, 2014 to presentfactForm ADV
← NATHAN DALE WHITEAdvisorregistration: current employment
Nov 14, 2006 to presentfactForm ADV
← DAVID ALLEN YOUNGAdvisorregistration: previous registration
Nov 26, 1993 to Dec 31, 2002factForm ADV
← Zachary Lee SwensonAdvisorregistration: previous registration
Dec 21, 2022 to Mar 2, 2023factForm ADV
← LUKE MARTIN TAITAdvisorregistration: previous registration
Jun 13, 2012 to Jan 7, 2013factForm ADV

Controls (4)

← YOUNG, DAVID, ALLENOwnerPRESIDENT, ownership code NA, individual
Nov 28, 2011 to Mar 26, 2024factForm ADV
← WHITE, NATHAN, DALEOwnerCHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER, ownership code NA, individual
Nov 28, 2011 to Mar 26, 2024factForm ADV
← YOUNG, CATHERINE, BARTONOwnerTRUSTEE, ownership code F, individual
Nov 17, 2023 to Mar 26, 2024factForm ADV
← FOREVER YOUNG TRUST UA 92421OwnerSHAREHOLDER, ownership code E, domestic entity
Nov 17, 2023 to Mar 26, 2024factForm ADV

Dated events

Occurred
Nov 17, 2023
Control person joined
Barton Catherine Young (Trustee) appeared on Schedule A of Paragon Wealth Management
Form ADVobserved 5 days ago
Occurred
Mar 2, 2023
Advisor changed firm
Zachary Lee Swenson left Paragon Wealth Management for Peterson Wealth Advisors, Llc (registered 2023-03-17)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba4c920f-a22a-7397-47ad-3cbe0a28bc01
First observed: Nov 28, 2011
Last observed: Mar 18, 2026 6 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 WEALTH MANAGEMENT

PARAGON CAPITAL MANAGEMENT INC, CRD 105962

PROVO, UT

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:ba4c920f-a22a-7397-47ad-3cbe0a28bc01

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID ALLEN YOUNG

n/a

PROVO, UT

NATHAN DALE WHITE

Chartered Financial Analyst

PROVO, UT

n/a

KANEIL MENLOVE

n/a

PROVO, UT

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PARAGON INCOME FUND, L.P.

Other Private Fund

$11.3M

Mar 26, 2024

May 16, 2018

reported

021-283142

PARAGON PRIVATE STRATEGIES FUND, L.P.

Private Equity Fund

$3.4M

Mar 26, 2024

Mar 28, 2014

reported

021-194981

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FOREVER YOUNG TRUST UA 92421

Shareholder

yes

11/2021

Nov 17, 2023

Mar 26, 2024

WHITE, NATHAN, DALE

CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER

yes

09/2006

Nov 28, 2011

Mar 26, 2024

YOUNG, CATHERINE, BARTON

Trustee

yes

09/2021

Nov 17, 2023

Mar 26, 2024

YOUNG, DAVID, ALLEN

President

yes

11/1993

Nov 28, 2011

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PARAGON I GP, LLC

n/a

yes

n/a

PARAGON INCOME I GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$153M

$146M

n/a

2024

Mar 25, 2025

$157M

$148M

n/a

2023

Mar 26, 2024

$156M

$147M

$14.7M

2022

Mar 29, 2023

$137M

$128M

$17.2M

2021

Mar 23, 2022

$149M

$145M

$18.6M

2020

Mar 25, 2021

$127M

$122M

$18.9M

2019

Mar 24, 2020

$110M

$105M

$19.2M

2018

Mar 15, 2019

$101M

$97.7M

$19.2M

2017

Mar 27, 2018

$103M

$98.2M

$16.3M

2016

Mar 30, 2017

$94.9M

$85.1M

n/a

$21.2M

2015

Mar 30, 2016

$92.2M

$89.6M

n/a

$20.1M

2014

Mar 30, 2015

$101M

$94.9M

n/a

$17.5M

2013

Mar 28, 2014

$101M

$96.3M

n/a

$14.0M

2012

Mar 27, 2013

$101M

$93.3M

n/a

2011

Mar 29, 2012

$96.7M

$87.2M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$153M

$157M

-2.2%

$137M

4.0%