Paragon Advisors, L.L.C.
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 458
- Avg AUM / client
- $2.3M
- Accounts
- 2,696
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 185 | $79.4M | 7.6% |
| High net worth individuals | 252 | $871M | 83.3% |
| Pension and profit sharing plans | 14 | $47.2M | 4.52% |
| Charitable organizations | 6 | $47.5M | 4.55% |
| Corporations and other businesses | 1 | $375K | 0.04% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Stylecraft Builders 401(k) Plan Stylecraft Builders, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Wall Hailey | Managing Member | CFP | Apr 2007 (19y) | 50% – 75% |
| Robert Casey Calhoun | Managing Member | CFP CFA | Nov 2015 (11y) | 25% – 50% |
| Stephen Richard Mcgee | Partner | CFP | Oct 2016 (10y) | 5% – 10% |
| Matthew Jordan Spradling | Registered representative | CFP | Aug 2022 (4y) | |
| Heather Raye Jendrusch | Registered representative | CFP | Jan 2023 (4y) | |
| Ryan Matthew Briggs | Registered representative | Nov 2024 (2y) | ||
| Matthew Brandon Lee | Registered representative | CFP | May 2025 (1y) | |
| Caleb Aaron Russell | Registered representative | CFP | Aug 2025 (1y) | |
| Sarah Elizabeth Kvistad | Registered representative | CFP | Sep 2025 (1y) | |
| Andri Isabella Buckley | Registered representative | Oct 2025 (1y) | ||
| William Jene Tebeaux | Registered representative | CFP CFA | Jun 2026 (0y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Stylecraft Builders 401(k) Plan | Stylecraft Builders, Inc. | 118 | $10.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $809M (77% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗