Argent Capital Management LLC
Firm details
- Headquarters
- Clayton, Missouri
- CRD number
- 107930
- Registered since
- October 6, 1998
- Website
- argentcapital.com
- Custodians
- COMMERCE BANCSHARES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI65.26%
- Individuals20.53%
- Other4.67%
- Investment Companies4.14%
- Charitable Organizations2.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Argent Capital Management LLC is an SEC-registered institutional RIA that provides discretionary portfolio management to individuals, families, investment companies, and other institutions. Founded and registered in 1998, the firm operates as a limited liability company owned by an individual and charges clients a percentage-of-AUM fee schedule and performance-based fees for some mandates. Its advisory services emphasize managed equity portfolios; the firm does not report itself as an active ESG investor or a multi-state adviser.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 11
Logan Finerty
PartnerCRD 5690834
Jayme Herbstreit
Director of OperationsCRD 7846784
Suzanne Hammer
DirectorCRD 1111107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$2.4M in ETFs
82%
$2M
18%
$435K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $875K | 1,169 | 36.46% |
Location
Clayton, MO
Saint Louis
Location
Clayton, MO
Headquartered in Clayton, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 100 S Brentwood Blvd
- Time zone
- CT (UTC-6)
- Office locations
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