ARG PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2025
Total AUM
$280M
Discretionary
$280M
100% of AUM
Avg account
$528K
Accounts
530
Employees
2
Advisory reps
3

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
336183
Registered since
May 23, 2025
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 a limited liability company that acts as a capital allocator and advisor to both individual/family and institutional clients. The adviser is SEC-registered (2025) and charges fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. ARG Private Wealth does not present itself as an active ESG investor and is not registered as a multi-state adviser. The firm’s organizational footprint includes both domestic-entity and individual ownership, and it reports roles beyond traditional advisory work — including sponsor or general partner responsibilities for pooled investment vehicles. That structure supports its stated practice of allocating capital to third-party managers and sponsoring investment vehicles alongside managing client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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 3
  • BRANDON HUTCHISON

    Founding PartnerCRD 5981636

  • RYAN MURRAY

    Founding PartnerCRD 6131580

  • Luke Fleming

    AdvisorCRD 7251976

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth