RIA Intel›Advisers›California›ARAGON ASSET MANAGEMENT, LLC

ARAGON ASSET MANAGEMENT, LLC

Advisory

CORONA, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#5,420
of 5,480 advisers by AUM
Average account
$10K
across 11 accounts
AUM per adviser
$111K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$111K
Discretionary %
100%
Clients
11
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$111K
Discretionary AUM$111K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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PI CAPITAL INC.
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OUTSOURCE MEDIA GROUP ADVISOR LLC
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MCF/NV ASSET MANAGEMENT, LLC
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$123K
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