Hexagon Capital Partners, Llc
- Regulatory AUM
- $965M
- Discretionary
- $965M
- Clients
- 445
- Avg AUM / client
- $2.2M
- Accounts
- 1,292
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Investments (13F portfolio — 252 positions, $683,412,023)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc Com | Stock | $273,629,163 | 2,201,715 | 40.0% | 28.4% |
| 2 | Hunt J B Trans Svcs Inc Com | Stock | $79,053,137 | 373,068 | 11.6% | 8.19% |
| 3 | Meta Platforms Inc Cl A | Stock | $29,597,229 | 51,732 | 4.33% | 3.07% |
| 4 | Dillards Inc Cl A | Stock | $28,084,880 | 49,090 | 4.11% | 2.91% |
| 5 | Apple Inc Com | Stock | $19,307,545 | 76,077 | 2.83% | 2.0% |
| 6 | State Street Spdr S&P 500 Etf | ETF | $17,370,897 | 26,710 | 2.54% | 1.8% |
| 7 | Nvidia Corporation Com | Stock | $10,863,851 | 62,293 | 1.59% | 1.13% |
| 8 | Vanguard S&P 500 Etf | ETF | $9,045,359 | 15,137 | 1.32% | 0.94% |
| 9 | Enterprise Prods Partners L P Com | Stock | $7,710,732 | 203,772 | 1.13% | 0.8% |
| 10 | Vanguard Mid Cap Etf | ETF | $6,530,473 | 22,740 | 0.96% | 0.68% |
| 11 | Vanguard Short Term Treasury Etf | ETF | $5,810,797 | 99,262 | 0.85% | 0.6% |
| 12 | Vanguard Intermediate Term Treasury Etf | ETF | $5,343,362 | 89,729 | 0.78% | 0.55% |
| 13 | Vanguard Growth Etf | ETF | $5,083,813 | 11,639 | 0.74% | 0.53% |
| 14 | Jpmorgan Nasdaq Equity Premium Income Etf | ETF | $4,423,441 | 79,673 | 0.65% | 0.46% |
| 15 | Amazon Com Inc Com | Stock | $4,108,528 | 19,727 | 0.6% | 0.43% |
| 16 | Alphabet Inc Cap Stk Cl A | Stock | $3,850,235 | 13,389 | 0.56% | 0.4% |
| 17 | Vanguard Ftse Emerging Markets Etf | ETF | $3,761,556 | 69,594 | 0.55% | 0.39% |
| 18 | Vanguard Value Etf | ETF | $3,688,842 | 18,801 | 0.54% | 0.38% |
| 19 | Ishares Mbs Etf | ETF | $3,639,908 | 38,335 | 0.53% | 0.38% |
| 20 | Vanguard Total International Bond Etf | ETF | $3,538,114 | 73,634 | 0.52% | 0.37% |
| 21 | Jpmorgan Equity Premium Income Etf | ETF | $3,494,171 | 61,647 | 0.51% | 0.36% |
| 22 | Microsoft Corp Com | Stock | $3,468,644 | 9,370 | 0.51% | 0.36% |
| 23 | Vanguard Intermediate Term Corporate Bond Etf | ETF | $3,401,273 | 41,103 | 0.5% | 0.35% |
| 24 | Vanguard Small Cap Etf | ETF | $3,395,007 | 12,962 | 0.5% | 0.35% |
| 25 | Netflix Inc. Com | Stock | $3,077,859 | 32,011 | 0.45% | 0.32% |
Top 25 of 252 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $95.6M | 9.91% |
| High net worth individuals | 203 | $526M | 54.5% |
| Pension and profit sharing plans | 10 | $17.5M | 1.81% |
| Charitable organizations | 8 | $3.9M | 0.41% |
| Corporations and other businesses | 35 | $317M | 32.8% |
| Other | Fewer than 5 clients | $5.1M | 0.53% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brent Taylor Henry | Managing Member And Chief Compliance Officer | Nov 2019 (7y) | 25% – 50% | |
| Dustin Clay Colebank | Managing Member | Nov 2019 (7y) | 25% – 50% | |
| John Michael Hudson | Member | Nov 2019 (7y) | 10% – 25% | |
| Joshua Ryan Mccaslin | Member | Nov 2019 (7y) | 10% – 25% | |
| Pamela R Raben | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $965M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗