ARG Private Wealth, LLC

RIASEC RegisteredEst. 2026
Total AUM
$280M
Discretionary
$280M
100% of AUM
Avg account
$528K
Accounts
530
Employees
2
Advisory reps
4

Firm details

Headquarters
Cincinnati, Ohio
CRD number
336183
Registered since
June 23, 2026
Fee structure
Percentage of AUM
Client types
  • HNWI97.03%
  • Corporations / Businesses1.3%
  • Pension & Profit Sharing Plans1.28%
  • Individuals0.39%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

ARG Private Wealth, LLC is an independent registered investment adviser organized as an LLC that positioned itself as a capital allocator for both individual/family and institutional clients. The firm is fee-based, charging a percentage of assets under management, and lists portfolio management for individuals, small businesses and institutions among its advisory services. It also performs pension consulting and the selection of third‑party advisers. ARG is not an active ESG investor and is not registered as a multi‑state adviser; its FINTRX snapshot records SEC registration in 2026. The firm’s reported industry roles include acting as an investment adviser and sponsor and serving as a general partner or managing member for pooled investment vehicles. That combination suggests ARG both allocates to external managers and can serve as a sponsor or manager for private pooled vehicles when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 14%, Cash & Cash Equivalents 5%, State & Local Bonds 1%80%
  • Public Funds/Mutual Funds80%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents5%
  • State & Local Bonds1%

Contacts

3 of 4
  • Brandon Hutchison

    Brandon Hutchison

    Founding PartnerCRD 5981636

  • Ryan Murray

    Ryan Murray

    Founding PartnerCRD 6131580

  • Luke Fleming

    Luke Fleming

    PartnerCRD 7251976

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cincinnati, OH

Hamilton

Location

Cincinnati, OH

Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
Hamilton
Address
3825 Edwards Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth