A
CRD: 337597
Aragon Family Office LLC
Homewood, AL, 35209
7192444814
$112.0M Total AUM
$112.0M Disc. AUM
-- 3Y CAGR
3 Employees
186 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-21-2025
- Office Locations
- 1
Office Locations
3036 Independence Drive Homewood AL
About Aragon Family Office LLC
Aragon Family Office LLC is a Homewood-based RIA. The firm has been operating for 1 years. Managing $112.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$56.0M AVG AUM / ADVISOR
$602.4K AVG AUM / CLIENT
0.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
North harbor
Client Personas
Focus
Investment Themes
Vector summit Element
Investment Vehicles
Delta
Services
Vector Pioneer
Owner & Executives
SCOTT JAMESON CORCORAN
Chief Compliance Officer, Managing Member
- CRD
- #6470443
- Ownership
- Less than 5%
(415) 888-1435
momentum.oak@radialcapital.com
in linkedin.com/in/wave-zenith
Showing 1 of 1 owners & executives
Unlock allContacts
J
JAMES THOMAS CHAPMAN
--
- CRD
- #4837315
(405) 583-6634
timber.vector@zenithcapital.com
in linkedin.com/in/timber-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,050,000 | $602,419 |
| Non-Discretionary | $0 | -- |
| Total | $112,050,000 | $602,419 |
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Separately Managed Accounts
Total SMA Asset: $112,050,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,559,670,281 | 100.0% |
| Total | $5,559,670,281 | 100.0% |