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ARAGON CAPITAL LLC
CRD 166958File 801-121982
APPROVED
Retail clients
Filing as of Mar 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$349.3M
Below cohort median (national)
Discretionary AUM
$319.6M
Non-discretionary $29.7M
Clients
1,209
1,209 accounts
Employees
10
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.