ARAGON CAPITAL LLC

CRD 166958File 801-121982

APPROVED

Retail clients

Filing as of Mar 9, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$349.3M

Below cohort median (national)

Discretionary AUM

$319.6M

Non-discretionary $29.7M

Clients

1,209

1,209 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jul 30, 2021
Principal office: 101 NE 3RD AVE, SUITE 1500, FORT LAUDERDALE, FL, 33301
Phone: (786) 529-6540
Website: HTTP://WWW.ARAGONCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $349.3M
Discretionary AUM: $319.6M
Non-discretionary AUM: $29.7M
Discretionary accounts: 1,176
Non-discretionary accounts: 33
Total accounts: 1,209
AUM per client: $289K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	22	$19.9M
High net worth individuals	70	$173.6M
Individuals (other than high net worth individuals)	1,117	$155.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	839	1,209	increased by370
Apr 1, 2026	AUM	$285,018,221	$349,286,143	increased by$64,267,922
Apr 1, 2026	Accounts	1,066	1,209	increased by143
May 1, 2025 vs Oct 1, 2022	Clients	758	839	increased by81
May 1, 2025 vs Oct 1, 2022	AUM	$164,030,066	$285,018,221	increased by$120,988,155
May 1, 2025 vs Oct 1, 2022	Accounts	758	1,066	increased by308
Aug 1, 2022	Employees	9	10	increased by1
Apr 1, 2022	Clients	618	758	increased by140
Apr 1, 2022	AUM	$140,768,014	$164,030,066	increased by$23,262,052
Apr 1, 2022	Accounts	617	758	increased by141
Feb 1, 2022	Custody	Yes	No
Sep 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARAGON CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARAGON CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.