# Aragon Capital LLC

> Aragon Capital LLC is an SEC-registered investment advisory firm in Fort Lauderdale, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 166958
- Filed as: ARAGON CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Lauderdale, FL
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166958
- AdvisorCensus page: https://advisorcensus.com/firm/aragon-capital-llc-fort-lauderdale-fl-166958

## Quick answers

**How is Aragon Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aragon Capital LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Aragon Capital LLC located?**
Aragon Capital LLC's principal office is in Fort Lauderdale, FL, according to its Form ADV.

**Is Aragon Capital LLC registered with the SEC or a state?**
Aragon Capital LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 166958.

**How much does Aragon Capital LLC manage?**
Aragon Capital LLC reports $349,286,143 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (91% discretionary).

**How have Aragon Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Aragon Capital LLC: Regulatory assets under management: $140,768,014 in the October 2021 data and $349,286,143 in the October 2026 data, up 148%. Total employees: 9 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aragon Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,117); high net worth individuals (70); corporations or other businesses not listed above (22).

**Which custodians does Aragon Capital LLC use?**
Aragon Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC and Stonex Financial Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Aragon Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166958

**Does Aragon Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "There is no account minimum."

**What changed in Aragon Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $285,018,221 to $349,286,143 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC
- Stonex Financial Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $349,286,143
- Discretionary: $319,554,487
- Non-discretionary: $29,731,656

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,117 | $155,779,500 |
| High net worth individuals | 70 | $173,596,255 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 22 | $19,910,388 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aragoncapital.com](https://aragoncapital.com)
- LinkedIn @ARAGON-CAPITAL-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $140,768,014 | 9 | August 12, 2021 |
| October 2022 | $164,030,066 | 10 | July 25, 2022 |
| October 2023 | $148,891,171 | 12 | June 28, 2023 |
| October 2024 | $209,913,109 | 12 | September 26, 2024 |
| October 2025 | $285,018,221 | 10 | March 28, 2025 |
| October 2026 | $349,286,143 | 10 | March 9, 2026 |

Regulatory assets under management: $140,768,014 in the October 2021 data and $349,286,143 in the October 2026 data, up 148%.
Total employees: 9 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $285,018,221 to $349,286,143 (+23%).

### March 2026
- Employees performing advisory functions went from 7 to 6.

### December 2025
- Employees performing advisory functions went from 8 to 7.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aragon Capital LLC (CRD 166958): Form ADV filing data as of October 2026.