# Paragon Asset Management Inc.

Paragon Asset Management Inc. is a Registered Investment Adviser based in Orinda, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Orinda, United States
- **Region:** North America
- **Address:** Orinda, CA, United States
- **Assets under management:** $115.9M regulatory AUM (Form ADV, September 2026)

## Regulatory record

- **CRD number:** 107863
- **SEC file number:** 801-131994
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-09-29
- **Reports private funds:** No

## About

Paragon Asset Management Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 107863, SEC file 801-131994), with its main office in Orinda, California. Its Form ADV filed on 29 September 2026 reports $115.9M in regulatory assets under management across 60 accounts.

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Updated: 2026-10-14T19:21:12.885Z

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