Aragon Capital LLC
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Overview
Aragon Capital LLC operates as a financial advisory company headquartered in Fort Lauderdale, Florida. The company controls $148.9 million in assets under management over 916 customer accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). Aragon Capital LLC has a small team, including 10 financial advisors. Aragon Capital LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as options, stocks and bonds.
Aragon Capital LLC manages more than half of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell judgments without requiring client permission. Aragon Capital LLC also has 54 non-discretionary accounts with a total of $17.7 million in assets under management. The company's typical account size is $162,545. An average advisor at Aragon Capital LLC manages around 92 client accounts.
Aragon Capital LLC's main office is at 101 Ne 3Rd Ave, Fort Lauderdale, Florida 33301. The firm is permitted to serve customers across 4 states, including Florida, New Jersey, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aragon Capital LLC by the Numbers
$148.9 million
11
916
$162.5 thousand
Fee Structure
Fees for financial management typically are based on which services are provided. However, fees charged by Aragon Capital LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Aragon Capital LLC.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors, high net worth investors, pension plans and corporations. Out of its 916 accounts, Aragon Capital LLC's largest client group by number of accounts is high net worth investors, but it also caters to 550 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). About 74% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 60.04%
- Other Individuals - 30.02%
- Corporations - 9.93%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Aragon Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Aragon Capital LLC
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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