ARAGON ADVISORS

Overview

Aragon Advisors is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its stated fee arrangements include both a percentage-of-AUM model and fixed fees. Investment activity is concentrated in publicly traded equities, and the firm does not position itself as a capital allocator or an active ESG investor. Industry relationships include affiliations with an accountant and an insurance company, which likely support its client service and planning work. Investment preferences lean toward equity exposure delivered through exchange-traded instruments. Given the firm’s scale, the approach appears tailored and direct rather than built around large proprietary products or in-house alternative investment platforms. The adviser also uses mutual funds and allocates to real estate through third-party external managers when pursuing alternatives.

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Location & Offices