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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HEXAGON CAPITAL PARTNERS, LLC

CRD 305850

ROGERS, AR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea00aaad-57b9-a573-2ef7-9b675192e55f

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 0
Observed: Oct 14, 2019 to Mar 25, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.64 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $965MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $965M
Private client RAUM: $622MderivedItem 5.D individuals plus high net worth individuals
Private client share: 64%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $193Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,292
Individual clients: 189
High net worth clients: 203
Custody, client assets: $47.5M
SEC number: 801-117628
CIK: 1831542
CRD: 305850
Filings on the tape: 12
First filed: Oct 14, 2019
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, DE
Website: hexagoncapitalpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSHUA RYAN MCCASLIN	n/a	ROGERS, AR	6	17	2	no
JOHN MICHAEL HUDSON	n/a	ROGERS, AR	6	17	2	no
BRENT TAYLOR HENRY	n/a	ROGERS, AR	6	34	2	no
DUSTIN CLAY COLEBANK	n/a	ROGERS, AR	6	29	2	no
PAMELA R RABEN	n/a	ROGERS, AR	1	32	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLEBANK, DUSTIN, CLAY	MANAGING MEMBER	C	yes	11/2019	Mar 25, 2026	Mar 25, 2026
HENRY, BRENT, TAYLOR	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	C	yes	11/2019	Mar 25, 2026	Mar 25, 2026
HUDSON, JOHN, MICHAEL	Member	B	yes	11/2019	Mar 25, 2026	Mar 25, 2026
MCCASLIN, JOSHUA, RYAN	Member	B	yes	11/2019	Mar 25, 2026	Mar 25, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$965M	$965M	8	5	n/a	n/a
2024	Mar 24, 2025	$872M	$872M	8	5	n/a	n/a
2023	Mar 25, 2024	$790M	$790M	7	5	n/a	n/a
2022	Mar 9, 2023	$730M	$730M	7	6	n/a	n/a
2021	Mar 23, 2022	$715M	$715M	6	4	n/a	n/a
2020	Mar 5, 2021	$597M	$597M	6	4	n/a	n/a
2019	Mar 13, 2020	$417M	$417M	6	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$965M	$872M	10.6%	$730M	9.8%	8	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	5	Dec 2, 2019	Jan 1, 2025	ROGERS, AR	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (5)

← PAMELA R RABENAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← BRENT TAYLOR HENRYAdvisorregistration: current employment
Dec 1, 2019 to presentfactForm ADV
← DUSTIN CLAY COLEBANKAdvisorregistration: current employment
Dec 1, 2019 to presentfactForm ADV
← JOSHUA RYAN MCCASLINAdvisorregistration: current employment
Nov 27, 2019 to presentfactForm ADV
← JOHN MICHAEL HUDSONAdvisorregistration: current employment
Nov 27, 2019 to presentfactForm ADV

Moved with (1)

← MORGAN STANLEYRegistered adviser5 advisors, team lift out
Dec 2, 2019 to Jan 1, 2025factForm ADV

Controls (4)

← HENRY, BRENT, TAYLOROwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Nov 27, 2019 to Jun 28, 2024factForm ADV
← COLEBANK, DUSTIN, CLAYOwnerMANAGING MEMBER, ownership code C, individual
Nov 27, 2019 to Jun 28, 2024factForm ADV
← MCCASLIN, JOSHUA, RYANOwnerMEMBER, ownership code B, individual
Nov 27, 2019 to Jun 28, 2024factForm ADV
← HUDSON, JOHN, MICHAELOwnerMEMBER, ownership code B, individual
Nov 27, 2019 to Jun 28, 2024factForm ADV

Dated events

Occurred
Mar 5, 2021
Regulatory AUM changed
Hexagon Capital Partners, Llc reported RAUM $597.2M, up 43% from $416.7M (2020-06-11 to 2021-03-05)
Form ADVobserved 4 days ago
$181M
Occurred
Nov 27, 2019
Control person joined
Taylor Brent Henry (Managing Member And Chief Compliance Officer) appeared on Schedule A of Hexagon Capital Partners, Llc
Form ADVobserved 4 days ago
Occurred
Nov 27, 2019
Control person joined
Clay Dustin Colebank (Managing Member) appeared on Schedule A of Hexagon Capital Partners, Llc
Form ADVobserved 4 days ago
Occurred
Nov 27, 2019
Control person joined
Ryan Joshua Mccaslin (Member) appeared on Schedule A of Hexagon Capital Partners, Llc
Form ADVobserved 4 days ago
Occurred
Nov 27, 2019
Control person joined
Michael John Hudson (Member) appeared on Schedule A of Hexagon Capital Partners, Llc
Form ADVobserved 4 days ago
Occurred
Nov 27, 2019
Control person left
Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Hexagon Capital Partners, Llc (listed 2019-10-14, absent 2019-11-27)
Form ADVobserved 4 days ago
Occurred
Oct 14, 2019
First Form ADV filing
Ozark Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ea00aaad-57b9-a573-2ef7-9b675192e55f
First observed: Oct 14, 2019
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HEXAGON CAPITAL PARTNERS, LLC

CRD 305850

ROGERS, AR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ea00aaad-57b9-a573-2ef7-9b675192e55f

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:39 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSHUA RYAN MCCASLIN

n/a

ROGERS, AR

JOHN MICHAEL HUDSON

n/a

ROGERS, AR

BRENT TAYLOR HENRY

n/a

ROGERS, AR

DUSTIN CLAY COLEBANK

n/a

ROGERS, AR

PAMELA R RABEN

n/a

ROGERS, AR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLEBANK, DUSTIN, CLAY

MANAGING MEMBER

yes

11/2019

Mar 25, 2026

HENRY, BRENT, TAYLOR

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

11/2019

Mar 25, 2026

HUDSON, JOHN, MICHAEL

Member

yes

11/2019

Mar 25, 2026

MCCASLIN, JOSHUA, RYAN

Member

yes

11/2019

Mar 25, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$965M

n/a

2024

Mar 24, 2025

$872M

n/a

2023

Mar 25, 2024

$790M

n/a

2022

Mar 9, 2023

$730M

n/a

2021

Mar 23, 2022

$715M

n/a

2020

Mar 5, 2021

$597M

n/a

2019

Mar 13, 2020

$417M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$965M

$872M

10.6%

$730M

9.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Dec 2, 2019

Jan 1, 2025

ROGERS, AR

Team lift out

Wirehouse to new firm

0.0%