ARGENT ADVISORS, INC.
Firm details
- Headquarters
- RUSTON, Louisiana
- CRD number
- 112028
- Registered since
- April 6, 2001
- Website
- argentfinancial.com
- Custodians
- ARGENT TRUST, NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI42.26%
- State / Municipal Government33.73%
- Individuals15.95%
- Corporations / Businesses5.43%
- Pension & Profit Sharing Plans2.4%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Argent Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 2001. The firm serves both individual and family clients as well as institutional relationships and offers a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting services. Argent also operates as a registered municipal advisor and reports a blend of fee arrangements, including percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is owned by a combination of a domestic entity and an individual and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds38%
- US Government Bonds23%
- Cash & Cash Equivalents22%
- Exchange Traded Equities14%
- State & Local Bonds2%
Owners & executives
1 of 1CARRIE BROWN
Chief Compliance OfficerCRD 5653005
Contacts
3 of 12DEAN MAILHES
PresidentCRD 3260678
BYRON MOORE
Managing DirectorCRD 2238638
TAYLOR HANES
Executive VPCRD 6695915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$166M in ETFs
82%
$136M
18%
$30M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $19.2M | 211,539 | 11.56% |
Location
RUSTON, LA
LINCOLN
Location
RUSTON, LA
Headquartered in RUSTON, LA, anchoring the Monroe-Ruston, LA metro in the South.
- Metro area
- Monroe-Ruston, LA
- Region
- South
- County
- LINCOLN
- Address
- 500 E Reynolds Dr
- Time zone
- CT (UTC-6)
- Office locations
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