Investment adviser · CRD 166958
ARAGON CAPITAL LLC
Investment adviser filing (IA)
FORT LAUDERDALE, FL, United States · Form ADV filed Mar 9, 2026
- Regulatory AUM
- $349M Form ADV · Item 5.F
- Client accounts
- 1,209 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 70 | $173,596,255 | 49.7% |
| Individuals | 1,117 | $155,779,500 | 44.6% |
| Corporations & businesses | 22 | $19,910,388 | 5.7% |
Filing source
Form ADV 2061423 · Mar 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 9, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
101 NE 3RD AVE, SUITE 1500FORT LAUDERDALE, FL, 33301, United States
CRD 166958
Filing source
Form ADV 2061423 · Mar 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.