DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hexagon Capital Partners, LLC
Latest filing Mar 25, 2026
First filing on the tape Oct 14, 2019 · 12 filings
SEC status approved since Nov 14, 2019
RAUM
$965M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
64%
$622M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$193M
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$965M as of Mar 25, 2026
Mar 13, 2020$417M then
HNW client RAUM$526M as of Mar 25, 2026
Mar 13, 2020$331M then
State-registered IARs (5.B.3)5 as of Mar 25, 2026
Mar 13, 20204 then
Employees (5.A)8 as of Mar 25, 2026
Mar 13, 20206 then
Private funds: no history
RAUM +11% over the last fiscal year+9.8% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $193MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 78derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $746,873derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +54%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $47.5M, 79 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$526M55%
- Corporations and businesses$317M33%
- Individuals$95.6M10.0%
- Pension and profit-sharing plans$17.5M1.8%
- Charitable organizations$3.9M0.4%
- Individual clients
- 189reported
- HNW clients
- 203reported
- Pension plan clients
- 10reported
- Charitable clients
- 8reported
- Accounts
- 1,292reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $47.5M for 79 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.64 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Joshua Ryan Mccaslin | Rogers, Ar | Nov 27, 2019 | 17 y | 2 |
| John Michael Hudson | Rogers, Ar | Nov 27, 2019 | 17 y | 2 |
| Brent Taylor Henry | Rogers, Ar | Dec 1, 2019 | 34 y | 2 |
| Dustin Clay Colebank | Rogers, Ar | Dec 1, 2019 | 29 y | 2 |
| Pamela R Raben | Rogers, Ar | Jan 1, 2025 | 32 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Pamela R Raben from Morgan StanleyJan 1, 2025 · Wirehouse to independent RIA
- Brent Taylor Henry from Morgan StanleyDec 1, 2019 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Dustin Clay Colebank from Morgan StanleyDec 1, 2019 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Joshua Ryan Mccaslin from Morgan StanleyNov 27, 2019 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- John Michael Hudson from Morgan StanleyNov 27, 2019 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 5 joined from Morgan StanleyDec 2, 2019 · Rogers, Ar
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Clay Dustin Colebank · Managing Membercontrolsince 11/2019 · owns 25% to 50%
- Taylor Brent Henry · Managing Member And Chief Compliance Officercontrolsince 11/2019 · owns 25% to 50%
- Michael John Hudson · Membercontrolsince 11/2019 · owns 10% to 25%
- Ryan Joshua Mccaslin · Membercontrolsince 11/2019 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Rogers, Ar · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- client count surgeChange between filings · filing Mar 25, 2026individual and HNW clients (Item 5.D) moved from 254.0 to 392.0 (+54.0%) between the annual amendments of 2025-03-24 and 2026-03-25; the peer median change was +5.0% (1216 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,216) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 1,173 to 1,292Mar 24, 2025 to Mar 25, 2026
- Charity clients · 6 to 8Mar 24, 2025 to Mar 25, 2026
- Corporate clients · 48 to 35Mar 24, 2025 to Mar 25, 2026
- HNW clients · 135 to 203Mar 24, 2025 to Mar 25, 2026
- Individual clients · 119 to 189Mar 24, 2025 to Mar 25, 2026
- Assets in custody · $42.4M to $47.5MMar 24, 2025 to Mar 25, 2026
- Discretionary RAUM · $872M to $965MMar 24, 2025 to Mar 25, 2026
- HNW RAUM · $452M to $526MMar 24, 2025 to Mar 25, 2026
- Individual RAUM · $21.7M to $95.6MMar 24, 2025 to Mar 25, 2026
- Pension RAUM · $10.1M to $17.5MMar 24, 2025 to Mar 25, 2026
- RAUM · $872M to $965MMar 24, 2025 to Mar 25, 2026
- Accounts · 1,034 to 1,173Jun 28, 2024 to Mar 24, 2025
- Charity clients · unset to 6.0Jun 28, 2024 to Mar 24, 2025
- Corporate clients · 35 to 48Jun 28, 2024 to Mar 24, 2025
- HNW clients · 165 to 135Jun 28, 2024 to Mar 24, 2025
- Individual clients · 144 to 119Jun 28, 2024 to Mar 24, 2025
- Pension plan clients · 8 to 10Jun 28, 2024 to Mar 24, 2025
- Pooled vehicle clients · 0.0 to unsetJun 28, 2024 to Mar 24, 2025
- Assets in custody · $58.4M to $42.4MJun 28, 2024 to Mar 24, 2025
- Employees · 7 to 8Jun 28, 2024 to Mar 24, 2025
- Financial planning clients · 26-50 to 251-500Jun 28, 2024 to Mar 24, 2025
- Discretionary RAUM · $790M to $872MJun 28, 2024 to Mar 24, 2025
- HNW RAUM · $442M to $452MJun 28, 2024 to Mar 24, 2025
- Individual RAUM · $58.0M to $21.7MJun 28, 2024 to Mar 24, 2025
- Pension RAUM · $6.1M to $10.1MJun 28, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · 0.0 to unsetJun 28, 2024 to Mar 24, 2025
- RAUM · $790M to $872MJun 28, 2024 to Mar 24, 2025
- Accounts · 963 to 1,034Mar 9, 2023 to Mar 25, 2024
- Advisory employees · 6 to 5Mar 9, 2023 to Mar 25, 2024
- Charity clients · 4.0 to unsetMar 9, 2023 to Mar 25, 2024
- Corporate clients · 30 to 35Mar 9, 2023 to Mar 25, 2024
- HNW clients · 125 to 165Mar 9, 2023 to Mar 25, 2024
- Individual clients · 109 to 144Mar 9, 2023 to Mar 25, 2024
- Pension plan clients · 6 to 8Mar 9, 2023 to Mar 25, 2024
- Assets in custody · $38.2M to $58.4MMar 9, 2023 to Mar 25, 2024
- Financial planning clients · 51-100 to 26-50Mar 9, 2023 to Mar 25, 2024
- State-registered IARs · 6 to 5Mar 9, 2023 to Mar 25, 2024
- Discretionary RAUM · $730M to $790MMar 9, 2023 to Mar 25, 2024
- HNW RAUM · $430M to $442MMar 9, 2023 to Mar 25, 2024
- Individual RAUM · $50.9M to $58.0MMar 9, 2023 to Mar 25, 2024
Signals
7 dated events
- Hexagon Capital Partners, Llc reported RAUM $597.2M, up 43% from $416.7M (2020-06-11 to 2021-03-05)Mar 5, 2021 · RAUM change · derived
- Taylor Brent Henry (Managing Member And Chief Compliance Officer) appeared on Schedule A of Hexagon Capital Partners, LlcNov 27, 2019 · Control person joined · fact
- Clay Dustin Colebank (Managing Member) appeared on Schedule A of Hexagon Capital Partners, LlcNov 27, 2019 · Control person joined · fact
- Ryan Joshua Mccaslin (Member) appeared on Schedule A of Hexagon Capital Partners, LlcNov 27, 2019 · Control person joined · fact
- Michael John Hudson (Member) appeared on Schedule A of Hexagon Capital Partners, LlcNov 27, 2019 · Control person joined · fact
- Adam Daniel Bernstein (Chief Compliance Officer) no longer on Schedule A of Hexagon Capital Partners, Llc (listed 2019-10-14, absent 2019-11-27)Nov 27, 2019 · Control person left · inference
- Ozark Advisors, Llc filed its initial SEC registration (Form ADV)Oct 14, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@hexagoncapitalpartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 479-340-0115reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/hexagon-capital-partners-northwest-arkareportedpublic record, Form ADV, Sep 17, 2026
- Website
- hexagoncapitalpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (479) 340-0115reportedpublic record, Form ADV, Mar 25, 2026
- Contact form
- hexagoncapitalpartners.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $193Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026