Hexagon Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Hexagon Capital Partners reports 445 clients. They include 203 high-net-worth individuals, 189 individual clients, and 35 corporations and other businesses. Of its assets, 100.0% ($965M across 1,292 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 10% |
| High-net-worth individuals | 46% | 55% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | 8% | 33% |
| Other client typesOther | Not reported | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 189 | $95.6M | 9.9% | $506K |
| High-net-worth individuals | 203 | $526M | 54.5% | $2.59M |
| Pension and profit-sharing plans | 10 | $17.5M | 1.8% | $1.75M |
| Charitable organizations | 8 | $3.92M | 0.4% | $490K |
| Corporations and other businesses | 35 | $317M | 32.8% | $9.05M |
| Other | Fewer than 5 | $5.11M | 0.5% | — |
| Total | 445 | $965M | 100% | — |
- Clients
- 189
- Regulatory AUM
- $95.6M
- AUM share
- 9.9%
- Avg. per client
- $506K
- Clients
- 203
- Regulatory AUM
- $526M
- AUM share
- 54.5%
- Avg. per client
- $2.59M
- Clients
- 10
- Regulatory AUM
- $17.5M
- AUM share
- 1.8%
- Avg. per client
- $1.75M
- Clients
- 8
- Regulatory AUM
- $3.92M
- AUM share
- 0.4%
- Avg. per client
- $490K
- Clients
- 35
- Regulatory AUM
- $317M
- AUM share
- 32.8%
- Avg. per client
- $9.05M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.11M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 445
- Regulatory AUM
- $965M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Hexagon Capital Partners is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Tax Preparation Services
- Tax services are provided by a licensed CPA employed by the firm; fees range from $0 to $20,000 and are paid separately to the firm.
Brent Henry owns 25% to 50% of Hexagon Capital Partners. The leadership team of Hexagon Capital Partners includes Chief Compliance Officer Brent Henry. It has 8 employees, 5 of them in advisory roles.
Leadership
Brent HenryManaging Member and Chief Compliance Officer
Dustin ColebankManaging Member
Joshua McCaslinMember- John HudsonMember
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 insurance agents
- Owns 25% to 50% of Hexagon Capital Partners, LLC
Brent Henry
Control person · since November 2019
- Owns 25% to 50% of Hexagon Capital Partners, LLC
Dustin Colebank
Control person · since November 2019
- Owns 10% to 25% of Hexagon Capital Partners, LLC
Joshua McCaslin
Control person · since November 2019
- Owns 10% to 25% of Hexagon Capital Partners, LLC
John Hudson
Control person · since November 2019
Hexagon Capital Partners’ regulatory assets grew 1.6× from $597M (March 2021) to $965M (March 2026); clients rose from 213 to 445 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $965M | 445 | 8 | 1 |
| March 2025 | $872M | 318 | 8 | 1 |
| June 2024 | $790M | 352 | 7 | 1 |
| March 2023 | $730M | 275 | 7 | 1 |
| March 2022 | $715M | 244 | 6 | 1 |
| March 2021 | $597M | 213 | 6 | 1 |
Besides its headquarters, Hexagon Capital Partners has 0 offices, with 1 listed address in Arkansas.
Arkansas · 1 listed address
- 2107 S 54th Street, RogersHQ
Contact and registration details
- Legal name
- Hexagon Capital Partners, LLC
- Headquarters
- 2107 S 54th Street, Rogers, AR 72758
- Website
- hexagoncapitalpartners.com
- Phone
- 479-340-0115
- SEC file
- 801-117628
- Structure
- Delaware LLC
- Fiscal year end
- December
Hexagon Capital Partners uses Charles Schwab ($965M) as custodian for its separately managed accounts. Hexagon Capital Partners has custody of $47.5M in client assets for 79 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $965M100%
At year end, Hexagon Capital Partners’ separately managed accounts were mostly in stocks (70%) and bonds (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $711M across 268 positions; the largest are Walmart Inc. (34.3%), Hunt J B Trans Svcs Inc. (15.5%) and Meta Platforms Inc. CL A (3.8%).
What the accounts hold
- Stocks70%
- Funds3%
- Bonds13%
- State and local bonds10%
- U.S. government and agency bonds2%
- Investment grade corporate bonds1%
- Cash6%
- Other8%
- Derivatives8%
Reported 13F holdings
- $711M
- Reported 13F value
- 268
- Positions
- 68.0%
- In the 10 largest
- +4.1%
- Value vs. prior quarter
- Walmart Inc.34.3%
- Hunt J B Trans Svcs Inc.15.5%
- Meta Platforms Inc. CL A3.8%
- Dillards Inc. CL A3.6%
- Apple Inc.2.8%
- State Street SPDR S&P 500 ETFETF2.7%
- Nvidia Corporation1.8%
- Vanguard S&P 500 ETFETF1.5%
- Enterprise Prods Partners L P1.1%
- Vanguard Mid-cap ETFETF0.9%
Together, the ten largest are 68.0% of reported value.
How many clients does Hexagon Capital Partners have?
Hexagon Capital Partners has 445 clients and manages $965 million for them, as of March 2026. They include 203 high-net-worth individuals, 189 individual clients, and 35 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Hexagon Capital Partners offer?
Hexagon Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Hexagon Capital Partners use?
Hexagon Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $965M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Hexagon Capital Partners have?
Hexagon Capital Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hexagon Capital Partners invest in?
At the end of its last fiscal year, Hexagon Capital Partners’ separately managed accounts held 70% exchange-traded equities, 10% state and local bonds, 8% derivatives, 6% cash and equivalents, 3% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hexagon Capital Partners?
Hexagon Capital Partners’ direct owners are Brent Henry, Dustin Colebank, Joshua McCaslin and John Hudson, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Hexagon Capital Partners get paid?
Hexagon Capital Partners 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 Hexagon Capital Partners?
Hexagon Capital Partners’ main office is at 2107 S 54th Street, Rogers, AR 72758. Its phone number is 479-340-0115. Its website is hexagoncapitalpartners.com.