Hexagon Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$621,623,035
Clients
392
Advisors
5
of 8 employees
About
Hexagon Capital Partners advises a mix of individuals (including high‑net‑worth clients), charitable organizations, pension plans, trusts, estates, and business entities, offering discretionary portfolio management alongside comprehensive financial planning and consulting services. The firm’s brochure also discloses tax preparation services performed by a licensed CPA employed by the firm and that some representatives are licensed to sell insurance products, which are offered separately and may generate commissions.
Portfolios are generally allocated among mutual funds, ETFs, independent managers and, where appropriate, individual equity and debt securities, with the firm selecting and monitoring third‑party managers on an ongoing basis. Hexagon uses third‑party AI tools to optimize asset allocation and uses VISE as a sub‑adviser for algorithmic, factor‑based, exchange‑listed security strategies; the firm also discloses the potential use of margin, options and other derivatives for certain client accounts.
The brochure highlights a few features that are uncommon among similarly sized team firms: in‑house CPA tax preparation, adviser‑sold insurance products, and explicit disclosure that Hexagon may receive stock options from VISE after using it as a sub‑adviser for one year. These affiliations and compensation arrangements, along with the firm’s stated willingness to employ margin and derivatives in managed accounts, are presented as potential conflicts of interest to consider alongside its discretionary investment services.
Client services
Expertise
Fee options
$0+: 0.15% - 1.25% annually $0+: 0.25% - 1.25% annually (for financial planning services)
Main office
2107 S 54th Street
Rogers AR 72758
Advisors at this office
5
Most active in
Arkansas · Florida · Massachusetts · Oklahoma · Texas
Also doing business as
Hexagon Capital Partners, LLC · Ozark Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Dustin C
Series 63, Series 65
Rogers, AR
Hexagon Capital Partners, LLC
Dustin Colebank is a financial advisor at Hexagon Capital Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2012 to 2019. He has been with Hexagon Capital Partners since 2019. Hexagon Capital Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management, financial planning, and investment consulting with a multi-disciplinary investment process that includes fundamental, technical, cyclical, and economic analysis, alongside strategic asset allocation and the use of third-party tools and sub-advisers.
Pamela R
Series 63, Series 65
Rogers, AR
Hexagon Capital Partners, LLC
Pamela Raben is a financial advisor at Hexagon Capital Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney LLC for seven years. Outside of her advisory role, she serves as treasurer for the Baggs Family Scholarship Fund, a nonprofit providing scholarships for children attending a summer camp in Maine. Hexagon Capital Partners is an SEC-registered advisor that serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm offers portfolio management, financial planning, and investment consulting, employing a multi-disciplinary investment process that incorporates fundamental, technical, and economic analysis, strategic asset allocation, and third-party tools including AI-based platforms.
John H
Series 66
Rogers, AR
Hexagon Capital Partners, LLC
John Hudson is a financial advisor with Hexagon Capital Partners, LLC, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for seven years before joining Hexagon Capital Partners in 2019. Outside of advising, Hudson serves as a commissioner on the Rogers Airport Commission and is involved in consulting through independent business activities. Hexagon Capital Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm provides portfolio management, financial planning, and investment consulting, employing a multi-disciplinary investment process that incorporates fundamental, technical, cyclical, and economic analysis, along with strategic asset allocation and the use of third-party tools and sub-advisers.
Brent H
Series 63, Series 65
Rogers, AR
Hexagon Capital Partners, LLC
Brent Henry is a financial advisor with Hexagon Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley for seven years before joining Hexagon Capital Partners in 2019. In addition to his advisory role, he is a licensed insurance agent offering insurance products to clients. Hexagon Capital Partners is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm provides portfolio management, financial planning, and investment consulting, utilizing a multi-disciplinary investment process that incorporates fundamental, technical, cyclical, and economic analysis along with strategic asset allocation.
Joshua M
Series 66
Rogers, AR
Hexagon Capital Partners, LLC
Joshua Mccaslin is a financial advisor at Hexagon Capital Partners, LLC with 17 years of industry experience. He has been with Hexagon since 2019 and previously worked at Morgan Stanley from 2012 to 2019. Hexagon Capital Partners serves individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and business entities, providing portfolio management, financial planning, and investment consulting. The firm employs a multi-disciplinary investment process incorporating fundamental, technical, cyclical, and economic analysis, as well as strategic asset allocation, using third-party tools and sub-advisers to implement and rebalance portfolios.
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