ARAGON CAPITAL LLC

Overview

Aragon Capital LLC is a fee-based registered adviser that focuses on discretionary portfolio management for individuals, small businesses and institutional clients. The firm charges a percentage-of-AUM fee and structures portfolios around pooled public funds and mutual funds as the core engine of client allocations. Aragon Capital LLC is not identified as an active ESG investor and is not listed as a multi-state adviser, but it serves both individual/family and institutional clients and offers advisory services to businesses and small enterprises. Investment activity shows a tilt toward professionally managed public vehicles rather than a heavy emphasis on individual stock selection. The firm also incorporates third-party alternative managers for real estate exposure and uses annuities as a planning tool, which suggests a blend of growth and income-oriented strategies tailored to client risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices