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ARAGON CAPITAL, LLC

HOMEWOOD, AL · CRD 337597 · IAPD ↗ · 719-244-4814

$112.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
September 2026 — ARAGON FAMILY OFFICE LLC is now doing business as ARAGON CAPITAL, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2026 — ARAGON FAMILY OFFICE LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2025 — ARAGON FAMILY OFFICE LLC (HOMEWOOD, AL) is newly SEC-registered with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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