A complete list of active advisors currently associated with Aragon Capital LLC

Warmer can help you find a great advisor at Aragon Capital LLC or one who fits your needs even better.

Aragon Capital LLC provides ongoing investment supervisory services and financial planning for individuals, high-net-worth individuals, and business entities, creating individualized Investment Policy Statements and monitoring discretionary and non-discretionary portfolios. The firm also implements management for held-away retirement and HSA accounts and may recommend or work with third‑party sub‑advisers such as Lionshare for certain client strategies. The firm’s investment process combines fundamental, technical, charting and cyclical analysis and employs a range of trading approaches, including long- and short-term trading, margin, short sales and options strategies. It also uses an order management system to implement tax-efficient asset location and opportunistic rebalancing across both custodied and held-away accounts, and it discloses the use of options writing and other derivatives in managed accounts. Distinctive features include a meaningful focus on non-U.S. clients and staff experience serving Latin American markets, supported by custodian relationships that provide access to South American financial products. The firm maintains several non‑investment business linkages—such as a partnership with Karta that pays referral and transaction-based compensation and multiple advisers who are licensed insurance agents or engage in lending and real estate activities—which the brochure discloses and addresses as potential conflicts.

To learn more about the advisors currently working at Aragon Capital 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.