A complete list of active advisors currently associated with Hexagon Capital Partners, LLC

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

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.

To learn more about the advisors currently working at Hexagon 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.