Aragon Capital provides portfolio management for individuals and small businesses.
Aragon Capital reports 186 clients. They include 123 individual clients and 63 high-net-worth individuals. Of its assets, 100.0% ($112M across 186 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 44% |
| High-net-worth individuals | 34% | 56% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 123 | $49.1M | 43.8% | $399K |
| High-net-worth individuals | 63 | $63M | 56.2% | $1M |
| Total | 186 | $112M | 100% | $602K |
- Clients
- 123
- Regulatory AUM
- $49.1M
- AUM share
- 43.8%
- Avg. per client
- $399K
- Clients
- 63
- Regulatory AUM
- $63M
- AUM share
- 56.2%
- Avg. per client
- $1M
Total
- Clients
- 186
- Regulatory AUM
- $112M
- AUM share
- 100%
- Avg. per client
- $602K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Aragon Capital charges up to 1.25% a year for its Asset management. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Afo LLC owns 75% or more of Aragon Capital and is in turn owned by Family Office Group LLC (75% or more). It has 3 employees, 2 of them in advisory roles.
Leadership
- Scott CorcoranManaging Member / CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Aragon Capital, LLC
Afo LLC
Control person · since June 2025
- Owns 75% or more of Afo LLC
Family Office Group LLC
Control person · since June 2025
- Owns 25% to 50% of Family Office Group LLC
Scott Corcoran
Control person · since June 2025
- Owns 25% to 50% of Family Office Group LLC
Christopher Blackwell
Control person · since June 2025
- Owns 25% to 50% of Family Office Group LLC
Blackwell Mark
Control person · since June 2025
Aragon Capital’s regulatory assets grew Infinity× from $0 (June 2025) to $112M (August 2026); employees fell from 6 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $112M | 186 | 3 | 1 |
| June 2025 | $0 | 0 | 6 | 1 |
Besides its headquarters, Aragon Capital has 0 offices, with 1 listed address in Alabama.
Alabama · 1 listed address
- 3036 Independence Drive, HomewoodHQ
Contact and registration details
- Legal name
- Aragon Capital, LLC
- Headquarters
- 3036 Independence Drive, Homewood, AL 35209
- Website
- aragonfamilyoffice.com
- Phone
- 719-244-4814
- SEC file
- 801-133925
- Structure
- Alabama LLC
- Fiscal year end
- December
Aragon Capital uses Charles Schwab ($55M, 51%) and Interactive Brokers ($52M, 49%) as custodians for its separately managed accounts. Aragon Capital does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $55M51%
- Interactive BrokersInteractive Brokers · Greenwich, CT · $52M49%
At year end, Aragon Capital’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Aragon Capital have?
Aragon Capital has 186 clients and manages $112 million for them, as of August 2026. They include 123 individual clients and 63 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Aragon Capital offer?
Aragon Capital provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aragon Capital charge?
Aragon Capital charges up to 1.25% a year for its Asset management. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $1,000,000.
Source: AC ADV 2A, filed 6 August 2026
Which custodians does Aragon Capital use?
Aragon Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $55M and Interactive Brokers (Greenwich, CT), with $52M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Aragon Capital have?
Aragon Capital has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aragon Capital invest in?
At the end of its last fiscal year, Aragon Capital’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Aragon Capital have a minimum investment?
Yes, Aragon Capital’s minimum account size for its Asset management is $1M.
Source: AC ADV 2A, filed 6 August 2026
Who owns Aragon Capital?
Aragon Capital is owned through a chain of holding companies by Scott Corcoran, Christopher Blackwell and Blackwell Mark. Its direct owner is Afo LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Aragon Capital get paid?
Aragon Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aragon Capital?
Aragon Capital’s main office is at 3036 Independence Drive, Homewood, AL 35209. Its phone number is 719-244-4814. Its website is aragonfamilyoffice.com.