AGILON CAPITAL LLC

AGILON CAPITAL
MILL VALLEY, California·2 registered advisors·CRD# 298447
SEC# 801-1140190415-635-0080
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at AGILON CAPITAL LLC

2 registered advisors
David Seth Horowitz
MILL VALLEY, California
Joseph Anthony Canepari
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. AGILON CAPITAL LLC (CRD# 298447) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.