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- Custodian
- Charles Schwab & Company · Interactive Brokers · Stonex · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2013
- Office Locations
- 2
Office Locations
About Aragon Capital LLC
Aragon Capital LLC is a Fort Lauderdale, FL registered investment adviser serving retail and institutional clients. The team provides financial planning, insurance and portfolio construction/asset-allocation guidance, with portfolios heavily utilizing ETFs and public funds alongside fixed income and real estate exposure. Custodies with Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ALBERTO CHOCRON
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
RICARDO FRANCO NIETO
Managing Member, Partner
- CRD
- #5830882
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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RAUL JORGE BENITEZ
Financial Advisor, General Partner
- CRD
- #4457185
EDGARDO AHMED CASTRO
Trader
- CRD
- #5115574
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $319,554,487 | $271,730 |
| Non-Discretionary | $29,731,656 | $900,959 |
| Total | $349,286,143 | $288,905 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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