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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Paragon Advisors invest in?","answer":"At the end of its last fiscal year, Paragon Advisors’ separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 22% pooled vehicles (private funds and similar) and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Paragon Advisors have a minimum investment?","answer":"Yes, Paragon Advisors’ minimum account size for its Investment Supervisory Management is $1M. It charges a $12K annual minimum fee.","source":"PARAGON 2026 AMENDED ADV PART 2A, filed 13 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Paragon Advisors?","answer":"Paragon Advisors’ direct owners are David Hailey, Robert Calhoun and Brittany Koehl McGee Irr Trust, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Paragon Advisors get paid?","answer":"Paragon Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Paragon Advisors?","answer":"Paragon Advisors’ main office is at 215 Rock Prairie RD., College Station, TX 77845. Its phone number is 979-693-3907. 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