FORT LAUDERDALE, FLCRD 166958Latest ADV March 9, 2026
Aragon Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated March 9, 2026, reports $349M in regulatory assets under management, 10 employees, and 1,209 accounts.
Assets Under Management
$349M
Employees
10
Offices
--
Total Clients
1,209
Primary office
FORT LAUDERDALE, FL
101 NE 3RD AVE, SUITE 1500, FORT LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.4% of total clients.
Top client categories% of clientsClients
1
Individuals
92.4%
1,117
2
HNWI
5.8%
70
3
Corporations
1.8%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$349Mas of March 9, 2026
Discretionary91.5%
$320M
91% of total RAUM91.5%
Non-discretionary8.5%
$30M
9% of total RAUM8.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$349M
Total Accounts1,209
10Y AUM Change+$209M (+148.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee121:1
10Y Employee Change+1 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.