A complete list of active advisors currently associated with Aeon Capital Partners, LLC
Warmer can help you find a great advisor at Aeon Capital Partners, LLC or one who fits your needs even better.
Aeon Capital Partners provides discretionary investment management through separately managed accounts to individuals, high‑net‑worth clients and foundations/charitable organizations. The firm manages about $2.6 million across roughly 23 client accounts and charges fees based on a percentage of assets under management. The firm pursues a bottom‑up, fundamental equity strategy concentrated in a limited number of long positions and without market‑capitalization constraints, implementing a single model portfolio that is held in the same securities across all client accounts. Accounts are managed on a discretionary basis and clients may impose written restrictions, but portfolios are not tailored to each client’s other assets or investments. Notably, Aeon offers a performance‑based fee option for qualified clients — a lower management fee combined with a 10% performance allocation above a 5% annual hurdle with a high‑water mark — while non‑qualified clients pay a higher asset‑based fee, creating side‑by‑side fee arrangements. The firm’s acceptance of foundations/charitable organizations as clients is an uncommon feature for a firm of this size, and the brochure discloses policies intended to ensure fair and equitable treatment of accounts given the mixed fee structures.
To learn more about the advisors currently working at Aeon Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 6
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)