ARAGON FAMILY OFFICE LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1scott corcoran
Chief Compliance OfficerCRD 6470443
Contacts
1 of 1JAMES CHAPMAN
Financial AdvisorCRD 4837315
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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