Paragon Investing provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Paragon Investing reports 184 clients. They include 113 individual clients, 62 high-net-worth individuals and 5 other investment advisers. Of its assets, 60.0% ($82.9M across 312 accounts) are managed with discretion; $55.3M across 133 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 27% |
| High-net-worth individuals | 34% | 70% |
| Other investment advisers | 3% | 3% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 113 | $37.3M | 27.0% | $330K |
| High-net-worth individuals | 62 | $96.2M | 69.6% | $1.55M |
| Other investment advisers | 5 | $4M | 2.9% | $800K |
| Corporations and other businesses | 4 | $700K | 0.5% | $175K |
| Total | 184 | $138M | 100% | $751K |
- Clients
- 113
- Regulatory AUM
- $37.3M
- AUM share
- 27.0%
- Avg. per client
- $330K
- Clients
- 62
- Regulatory AUM
- $96.2M
- AUM share
- 69.6%
- Avg. per client
- $1.55M
- Clients
- 5
- Regulatory AUM
- $4M
- AUM share
- 2.9%
- Avg. per client
- $800K
- Clients
- 4
- Regulatory AUM
- $700K
- AUM share
- 0.5%
- Avg. per client
- $175K
Total
- Clients
- 184
- Regulatory AUM
- $138M
- AUM share
- 100%
- Avg. per client
- $751K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Paragon Investing charges up to 1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $300,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Advisory Services for Assets Not Managed
- Annual fee on assets under advisement: 1.00% on the first $1,000,000, stepping down to 0.10% on assets over $100,000,000.
- Financial Planning
- Fixed fees of $1,000 to $10,000 per project, or hourly fees of $100 to $250 per hour; negotiable.
Jonathan Carender owns 25% to 50% of Paragon Investing. It has 3 employees.
Leadership
- Jonathan CarenderManaging Principal
- Corey WanglerManaging Member / CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 25% to 50% of Paragon Investing, LLC
Jonathan Carender
Control person · since September 2020
- Owns 25% to 50% of Paragon Investing, LLC
Corey Wangler
Control person · since February 2021
- Owns 10% to 25% of Paragon Investing, LLC
DBP Ventures, LLC
since February 2021
- Owns 25% to 50% of DBP Ventures, LLC
Bart Blystone
Control person · since October 2020
- Owns 25% to 50% of DBP Ventures, LLC
Daniel Elliott
Control person · since October 2020
- Owns 25% to 50% of DBP Ventures, LLC
Peter Elliott
Control person · since October 2020
Besides its headquarters, Paragon Investing has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Paragon Investing, LLC
- Headquarters
- Not reported
- Website
- paragoninvesting.com
- Phone
- 734-649-6710
- @paragoninvesting
- SEC file
- 801-135752
- Structure
- Michigan LLC
- Fiscal year end
- December
Paragon Investing uses Charles Schwab ($133M) as custodian for its separately managed accounts. Paragon Investing has custody of $33.6M in client assets for 53 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $133M100%
At year end, Paragon Investing’s separately managed accounts were mostly in funds (92%).
What the accounts hold
- Stocks6%
- Funds92%
- Other2%
- Derivatives2%
How many clients does Paragon Investing have?
Paragon Investing has 184 clients and manages $138 million for them, as of August 2026. They include 113 individual clients, 62 high-net-worth individuals and 5 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Paragon Investing offer?
Paragon Investing provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Paragon Investing charge?
Paragon Investing charges up to 1.00% a year for its Asset Management. The fee is billed in arrears, is negotiable and requires an account of at least $300,000.
Which custodians does Paragon Investing use?
Paragon Investing’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $133M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does Paragon Investing have?
Paragon Investing has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 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
What does Paragon Investing invest in?
At the end of its last fiscal year, Paragon Investing’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities and 2% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Paragon Investing have a minimum investment?
Yes, Paragon Investing’s minimum account size for its Asset Management is $300K.
Who owns Paragon Investing?
Paragon Investing is owned through a holding company by Bart Blystone and Daniel and Peter Elliott. Its direct owners are Jonathan Carender, Corey Wangler and DBP Ventures, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Paragon Investing get paid?
Paragon Investing is paid through a percentage of assets under management, hourly charges 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
How do I contact Paragon Investing?
Its phone number is 734-649-6710. Its website is paragoninvesting.com.