Fee-only adviser · Stamford, CT
Araglan Capital Management , LLC
Araglan Capital Management , LLC is a fee-only investment adviser registered with the securities regulator of Connecticut, with its main office in Stamford, Connecticut. On its latest Form ADV, filed December 26, 2023, it reports $24M in regulatory assets under management, 32 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Connecticut |
|---|---|
| Firm CRD number | 152150 |
| Office | One Landmark Square Suite 801 Stamford, CT 06901 |
| Phone | (203) 323-2691 |
| Website | araglancapitalmanagement.com |
| Regulatory assets under management | $24M |
| Individual clients | 24 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | December 26, 2023 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Stamford
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- Clear Harbor Asset Management, LLC $2.1B
- RZH Advisors LLC $2.4B
- Scholtz & Company, LLC $341M
- JC Capital Advisors Group LLC $263M
- Oak Financial Group Inc $177M
See all 30 fee-only advisers in Stamford →
Nearby
- Old Greenwich 1 firm
- Riverside 1 firm
- Darien 17 firms
- Greenwich 22 firms
- Rowayton 2 firms
- Norwalk 4 firms
- New Canaan 6 firms
- Port Chester 1 firm
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