HEXAGON CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- ROGERS, Arkansas
- CRD number
- 305850
- Registered since
- November 14, 2019
- Website
- hexagoncapitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI54.51%
- Corporations / Businesses32.83%
- Individuals9.91%
- Pension & Profit Sharing Plans1.81%
- Other0.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hexagon Capital Partners, LLC is an independent, SEC-registered registered investment adviser that began filing in 2019 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients and charges fees based on a percentage of assets under management. Hexagon operates as a capital allocator and provides fiduciary services including financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Beyond advisory work, the firm also performs insurance broker and accounting activities. Hexagon does not position itself as an active ESG investor and is not registered 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 Equities70%
- State & Local Bonds10%
- Derivatives8%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds3%
Owners & executives
1 of 1BRENT HENRY
Managing Member And Chief Compliance OfficerCRD 2224300
Contacts
3 of 4JOHN HUDSON
Investment Advisor RepresentativeCRD 5665025
JOSHUA MCCASLIN
Investment Advisor RepresentativeCRD 5593355
DUSTIN COLEBANK
Co-FounderCRD 2873335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$134M in ETFs
89%
$120M
10%
$14.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $17.4M | 26,710 | 12.94% |
Location
ROGERS, AR
BENTON
Location
ROGERS, AR
Headquartered in ROGERS, AR, in the South of the United States.
- Region
- South
- County
- BENTON
- Address
- 2107 S 54th St
- Time zone
- CT (UTC-6)
- Office locations
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