Overview
Assets Under Management: $112 million
Headquarters: HOMEWOOD, AL
High-Net-Worth Clients: 63
Average Client Assets: $1.0 million
Frequently Asked Questions
ARAGON FAMILY OFFICE LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337597), ARAGON FAMILY OFFICE LLC is subject to fiduciary duty under federal law.
ARAGON FAMILY OFFICE LLC is headquartered in HOMEWOOD, AL.
ARAGON FAMILY OFFICE LLC serves 63 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, ARAGON FAMILY OFFICE LLC offers portfolio management for individuals. View all service details ↓
ARAGON FAMILY OFFICE LLC manages $112 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, ARAGON FAMILY OFFICE LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.22%
Average Client Assets: $1.0 million
Total Client Accounts: 186
Discretionary Accounts: 186
Regulatory Filings
CRD Number: 337597
Filing ID: 2076222
Last Filing Date: 2026-03-20 14:14:03