Paragon Capital Management is an SEC-registered investment adviser that was organized in 1998 as a limited liability company in the state of Kansas. Headquartered in Overland Park, Kansas, the firm operates as an independent wealth management organization providing comprehensive financial planning and portfolio management services. The core investment mandate of Paragon Capital Management focuses on helping individuals and business owners pursue long-term financial goals through tailored asset allocation and disciplined investment selection. Since its inception over two decades ago, the firm has established a consistent presence in the Midwestern United States financial services sector, maintaining a focus on fiduciary standards and personalized client service. The firm's longevity in the industry reflects its commitment to a stable organizational structure and a consistent approach to managing private wealth across various market cycles. The investment strategy employed by Paragon Capital Management involves a diversified approach across multiple primary asset classes, including individual equity securities, exchange-traded funds (ETFs), and mutual funds. The firm also integrates fixed-income instruments such as U.S. government, municipal, and corporate bonds, as well as preferred stocks, structured notes, and money market funds into its client portfolios. This strategy is executed through fundamental analysis and a focus on long-term capital preservation and growth. Geographically, the firm maintains a primary focus on the United States market, serving a broad domestic client base. By utilizing a combination of internal research and external market data, paragon capital management implements asset-allocation strategies designed to align with the specific risk tolerances and objectives of its investors. The firm's methodology emphasizes the use of liquid, transparent investment vehicles to build portfolios that can adapt to changing economic conditions while adhering to the stated mandates of its diverse clientele. As an organization, Paragon Capital Management has demonstrated significant scale and reach, serving as both a primary advisor and a sub-advisor to unaffiliated primary advisors within the Schwab Advisor Marketplace. The firm's investor base is composed of a wide range of clients, including individuals, high-net-worth individuals, foundations, trusts, and estates. Operating from its principal office in Kansas, the firm provides services that extend to clients across the United States, leveraging its institutional brokerage capabilities to support its wealth management platform. The organizational structure of Paragon Capital Management is designed to support a high level of technical expertise in legacy and retirement income planning. By maintaining a focused professional staff and a robust regulatory compliance framework, the firm continues to expand its reach within the domestic investment landscape. This comprehensive platform allows the firm to provide sophisticated financial solutions while maintaining the personalized attention characteristic of its founding principles.