Aragon Family Office LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Homewood, AL. Its latest Form ADV filing, dated March 20, 2026, reports $112M in regulatory assets under management, 3 employees, and 186 accounts.
Assets Under Management
$112M
Employees
3
Offices
--
Total Clients
186
Primary office
HOMEWOOD, AL
3036 INDEPENDENCE DRIVE, HOMEWOOD, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.1% of total clients.
Top client categories% of clientsClients
1
Individuals
66.1%
123
2
HNWI
33.9%
63
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$112Mas of March 20, 2026
Discretionary100.0%
$112M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$112M
Total Accounts186
10Y AUM Change+$112M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee62:1
10Y Employee Change-3 (-50.0%)
* 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.