Owner/advisor · Paragon Capital Management
Shaun M. Williams
CRD 4690554 · Named on Form ADV at one SEC-registered adviser
At a glance
Paragon Capital Management, an SEC-registered wealth manager based in Denver, CO with $1.3 billion in regulatory assets, lists Shaun M. Williams on its Form ADV as Owner/advisor, a control person.
Firms and roles
- Paragon Capital ManagementOwner/advisorWealth manager · Denver, CO · $1.3B in regulatory assets
AtlasMembers
Shaun’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jay F. RattermanOwner/advisor, Paragon Capital Management
- Lawrence E. OrgillChief Compliance Officer, Paragon Capital Management
- Brian GoodstadtManaging Director, Paragon Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shaun’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.