Private EquityRIA · CRD 305850SEC-Registered

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Hexagon Partners

Hexagon Capital Partners is an independent financial advisory, wealth planning and asset management firm serving successful business owners, families and...

Hexagon Partners

Hexagon Capital Partners is an independent financial advisory, wealth planning and asset management firm serving successful business owners, families and executives locally, nationally, and globally. The firm provides problem-solving and value creation as a fiduciary obligated business. With more than 100 years of combined experience in the financial services industry, the team takes a concierge approach focused on clients' personal, business, and legacy goals.

General information

Firm type

Private Equity

Year founded

2019

Location

Region

Europe

Country

United States

City

Rogers

Corporate office

2107 S 54th Street, Rogers, AR 72758, United States

Principals

Brent T. Henry

Managing Partner

Dustin Colebank

Managing Partner

Mike Hudson

Partner, Portfolio Manager

Joshua McCaslin

Partner, Chief Investment Officer

Pam Raben

Portfolio Manager

Toni Peckenpaugh

Client Manager

Drake Henry

Client Manager

Frequently asked questions

How does Hexagon Partners approach investment management?

The firm's portfolio managers focus on minimizing risk while maximizing returns, per its published materials. It customizes strategies around wealth preservation, retirement income modeling, and tax minimization. The firm does not publicly disclose a model portfolio or specific asset allocation.

Who makes investment decisions at Hexagon Partners?

Joshua McCaslin serves as Partner and Chief Investment Officer. Portfolio Managers Pam Raben and Mike Hudson also shape client-level investment implementation, overseen by Managing Partners Brent T. Henry and Dustin Colebank.

Does Hexagon Partners invest in private markets or alternatives directly?

The firm's published materials disclose practice areas in portfolio management, wealth preservation, retirement planning, liability management, and tax minimization. There is no public disclosure of direct private equity, venture capital, or real estate investment activities.

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