Aragon Family Office LLC

Aragon Family Office LLC is an SEC-registered investment adviser that provides discretionary portfolio management and related financial advisory services to individual clients, subject to a $1,000,000 account minimum; as of March 2026 the firm reports approximately $112 million in discretionary assets. Services include tailored investment strategies, asset allocation recommendations, ongoing account reviews, and written suitability documentation, with clients able to impose written investment restrictions.

The firm’s investment approach is client-specific rather than tied to a single model, incorporating asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term positions while emphasizing long-term purchasing power and alignment with time horizon and risk tolerance. AFO notes potential tax consequences of its strategies and recommends ongoing consultation with tax professionals, and it discloses use of third-party service providers that include artificial intelligence components.

Distinctive features include a small advisory team managing a relatively large pooled discretionary AUM and a high account minimum, which indicates a focus away from mass-market retail clients toward larger accounts. The firm was newly formed in 2025, recommends specific custodians (Interactive Brokers and Charles Schwab), allows some representatives to offer commissionable insurance products (up to 30% of their time), operates with limited custody via fee deduction, and generally does not vote client proxies.