Hexagon Capital Partners, LLC

RIASEC RegisteredEst. 2019

Total AUM

$965M

Discretionary

$965M

100% of AUM

Avg account

$747K

Accounts

1,292

Employees

Advisory reps

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

FINTRX

Overview

Hexagon Capital Partners, LLC is an independent registered investment adviser that operates as a capital allocator for both individuals/families and institutional clients. The firm is structured as an LLC, registered with the SEC in 2019, and is owned by an individual. Its client work focuses on fee-based portfolio management and financial planning across individual, small-business and institutional accounts, and it also performs manager selection for third-party advisers. Hexagon supplements advisory services with insurance brokerage and accounting capabilities. The firm charges fees as a percentage of assets under management and is not positioned as an ESG-focused investor. Hexagon identifies itself as a capital allocator, indicating active use of external managers and funds alongside its internal discretionary portfolios.