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Joshua Ryan McCaslin

Hexagon Capital Partners, LLC

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About Joshua Ryan McCaslin

Joshua Ryan McCaslin is an investment advisor representative at Hexagon Capital Partners, LLC. Joshua has been in the industry since 2008. Joshua is registered with the state of Arkansas. Hexagon Capital Partners, LLC is an investment advisor with offices in Rogers, AR. The firm has regulatory assets under management of $790,362,000. Hexagon Capital Partners, LLC provides financial planning services to high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

Joshua McCaslin is currently registered with Hexagon Capital Partners, LLC. Hexagon Capital Partners, LLC is an investment advisory firm based in Rogers, Arkansas. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers to clients including corporations, high net worth individuals, individuals other than high net worth, and pension and profit sharing plans. As of December 31, 2022, Hexagon Capital Partners, LLC had approximately $790.36 million in regulatory assets under management.
Hexagon Capital Partners, LLC

2107 S 54TH STREET

ROGERS, AR 72758

$790.36M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua McCaslin’s Registration & Firm History

AR

11/27/2019 - Present

Hexagon Capital Partners, LLC (ROGERS AR)

AR

06/29/2012 - 12/02/2019

MORGAN STANLEY (ROGERS AR)

AR

11/14/2008 - 07/20/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROGERS AR)

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Licenses & Designations

BOTH

Issued 12/11/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Ryan McCaslin.
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