Aragon Capital, LLC

Aragon Family Office, LLC is a SEC‑registered investment adviser that provides discretionary portfolio management and related financial planning services to individuals and high net worth individuals, offering advice across cash, equities, mutual funds, bonds and annuities and the preparation of written investment strategies. The firm notes a $1,000,000 account minimum (waivable at the firm’s discretion) for advisory accounts.

The firm’s investment approach is personalized to client objectives, time horizon and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term purchases; clients may impose written investment restrictions and are encouraged to consult tax professionals due to potential tax consequences. Accounts are reviewed at least quarterly (and on material events), and clients grant discretionary authority through a signed agreement and trading authorization.

Distinctive features in the brochure include its recent establishment as a family office (July 2025) and reporting that, as of August 6, 2026, all reported assets are managed on a discretionary basis (no non‑discretionary AUM), its use of specific custodians (Interactive Brokers and Charles Schwab) for custody and fee debiting (resulting in limited custody), and that some representatives are licensed insurance agents (up to 30% of their time); the firm also discloses due diligence around artificial intelligence and machine‑learning risks at service providers.