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ARAGON CAPITAL LLC

FORT LAUDERDALE, FL · CRD 166958 · IAPD ↗ · aragoncapital.com · (786) 529-6540

$349.3MRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — ARAGON CAPITAL LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2025 — ARAGON CAPITAL LLC reported RAUM up 36% ($209.9M -> $285.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — ARAGON CAPITAL LLC reported RAUM up 41% ($148.9M -> $209.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.