Robert Casey Calhoun

Financial advisor at Paragon Advisors, LLC · College Station, TX

Last updated 2026-10-10

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Robert Casey Calhoun is a financial advisor at Paragon Advisors, LLC in College Station, TX, CRD 6413899. Licenses and exams on the registration: Series 65. IAPD registration began 2015-11-17.

Registration

CRD number
6413899
Registration status
Active
IAPD registration
2015-11-17
Industry Experience
10 years
Work Experience
10 years
States registered
TX

Licenses and exams

  • Series 65

Designations

  • CFP®
  • Chartered Financial Analyst

Work history

  • 2016-01 to Present · Paragon Financial Advisors · College Station, TX

Current employment

SEC IAPD record for Robert Casey Calhoun

Paragon Advisors, LLC

Regulatory AUM
$1,045,227,498
Registered advisors
13
Offices
1
Clients per advisor
35.2 (Low)
Average AUM per client
$2.3M (Low)
High-net-worth client ratio
55.0% (High)

Paragon Advisors, LLC: advisors, services and reported ETF investments

About

Robert Casey Calhoun is a CFP®, Chartered Financial Analyst financial advisor at Paragon Financial Advisors, operating as Paragon Advisors, LLC in College Station, TX. Reported securities licenses include Series 65. The latest record indicates 10 years of industry experience and 10 years of reported work history.

SEC disclosures list additional business and community activities: 1) Concrete Rodeo Llc Lp Bar; Investment-Related; College Station: 2) viximmxvi llc; non investment-related; college station, tx; airbnb rental; owner; 11/07/2025; 0 hrs/mo; 0 hrs/mo during securities trading hours; no duties at this time.

Paragon Advisors, LLC's firm-level Form ADV reports 13 advisors across 1 offices; approximately 35.2 clients per advisor, average assets per client of $2,282,156, and regulatory AUM of $1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Publication of Periodicals or Newsletters.

PortfolioFuture's firm-level 13F analysis covers $283.4M across 38 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Casey Calhoun personally.

Reported ETF positions

Paragon Advisors reports 38 ETF positions worth $283.4M on Form 13F; the largest are listed.

Largest ETF positions reported by Paragon Advisors
FundReported value
QQQM — Invesco NASDAQ 100 ETF$137.7M
BTC — Grayscale Bitcoin Mini Trust (BTC)$33.9M
TQQQ — ProShares UltraPro QQQ$19.9M
JAAA — Janus Henderson AAA CLO ETF$9.9M
ZROZ — PIMCO 25 Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$9.5M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Paragon Advisors, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Location

215 Rock Prairie Rd., College Station, TX 77845

13 advisors at this office.

Paragon Advisors office in College Station, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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