Craig
Novorr

Paragon Capital Management LLC

CRD#5204893
Investment Advisor
in Overland Park, KS

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About this Advisor

Craig Novorr is a financial advisor working out of Overland Park, Kansas who has 17 years of relevant experience. Novorr is currently employed by Paragon Capital Management LLC. They have spent their entire employment at Paragon Capital Management Llc. Novorr holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Massachusetts, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Oregon, Texas and Washington. Paragon Capital Management LLC is an advisory firm based in Overland Park, KS. The firm has a total of six employees. It oversees $451 million in assets under management between its 636 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 636 client accounts, 53% are held by high-net-worth investors who have at least $1 million in assets. Paragon Capital Management LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on which service is provided. However, fees charged by Paragon Capital Management LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

9200 Indian Creek Pkwy Suite 600
Overland Park, KS 66210

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Paragon Capital Management LLC Brokerage Details

Total Assets Under Management

$451,242,005

KS Average: $2,243,162,756
Total Number of Employees

6

KS Average: 44
Total Number of Accounts

636

KS Average: 4,091
Average Account Size

$709,500

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Craig Novorr Work History

Craig has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Paragon Capital Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Craig Novorr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Paragon Capital Management LLC

Eugene Pal
Overland Park, KS
Shannon Yarbrough
Overland Park, KS
Guerry Harris
Overland Park, KS
Craig Novorr
Overland Park, KS
Richard Heidemann
Overland Park, KS
Nily Levy
Delray Beach, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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