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Paragon Advisors, L.L.C.

● SEC registered since 2007CRD 143721SEC# 801-67813College Station, TX
Export (members)
Reg. AUM
$847M
Employees
16
Accounts
2,329
Location
College Station, TX

Paragon Advisors, L.L.C. assets under management

Paragon Advisors, L.L.C. is an investment advisory firm registered with the SEC based in College Station, TX. The firm has been registered since 2007. It reports $847 million in regulatory assets under management and employs 16 people.

Paragon Advisors, L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
David Wall Hailey ControlChief Compliance Officer25-50%2015
David Wall Hailey ControlManaging Member25-50%2007
Robert Casey Calhoun ControlManaging Member25-50%2016
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Frequently asked questions

How much does Paragon Advisors, L.L.C. manage?

Paragon Advisors, L.L.C. reports $847 million in regulatory assets under management on its Form ADV.

How many employees does Paragon Advisors, L.L.C. have?

Paragon Advisors, L.L.C. reports 16 employees.

Where is Paragon Advisors, L.L.C. located?

Paragon Advisors, L.L.C. is based in College Station, TX and has been SEC-registered since 2007.

Does Paragon Advisors, L.L.C. disclose fund performance?

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

Contact & registration

Address215 Rock Prairie Rd., College Station, TX 77845
Phone979-693-3907
Fax979-693-6198
Office hoursM-Th 9a.m. To 5p.m./F 9a.m. To 3p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$846M
Non-discretionary$1M
Total (RAUM)$847M