ARAGON FAMILY OFFICE LLC

RIASEC RegisteredEst. 2025
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$602K
Accounts
186
Employees
3
Advisory reps
2

Firm details

Headquarters
HOMEWOOD, Alabama
CRD number
337597
Registered since
July 21, 2025
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI56.22%
  • Individuals43.78%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Aragon Family Office LLC is organized as a limited liability company that positions itself as a private-family-focused investment adviser offering portfolio management for individuals and small businesses. The firm’s snapshot lists registration with the SEC in 2025 and identifies its owner type as a mix of a domestic entity and an individual. Its client base is primarily individual and family relationships and it charges clients on a percentage-of-assets-under-management basis. According to the firm profile, Aragon does not describe itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • scott corcoran

    Chief Compliance OfficerCRD 6470443

Contacts

1 of 1
  • JAMES CHAPMAN

    Financial AdvisorCRD 4837315

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOMEWOOD, AL

JEFFERSON

Location

HOMEWOOD, AL

Headquartered in HOMEWOOD, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
JEFFERSON
Address
3036 Independence Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth