Overview
Assets Under Management: $790 million
Headquarters: ROGERS, AR
High-Net-Worth Clients: 135
Average Client Assets: $3 million
Frequently Asked Questions
HEXAGON CAPITAL PARTNERS, 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 #305850), HEXAGON CAPITAL PARTNERS, LLC is subject to fiduciary duty under federal law.
HEXAGON CAPITAL PARTNERS, LLC is headquartered in ROGERS, AR.
HEXAGON CAPITAL PARTNERS, LLC serves 135 high-net-worth clients according to their SEC filing dated June 28, 2024. View client details ↓
According to their SEC Form ADV, HEXAGON CAPITAL PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HEXAGON CAPITAL PARTNERS, LLC manages $790 million in client assets according to their SEC filing dated June 28, 2024.
According to their SEC Form ADV, HEXAGON CAPITAL PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 135
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,034
Discretionary Accounts: 1,034
Regulatory Filings
CRD Number: 305850
Last Filing Date: 2024-06-28 00:00:00
Website: https://hexagoncapitalpartners.com