Argentarii, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 332112
- Registered since
- July 16, 2024
- Custodians
- GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI94.33%
- Pooled Investment Vehicles4.84%
- Individuals0.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Argentarii, LLC is an SEC-registered limited liability company that describes itself as a real estate fund and a capital allocator serving both individual/family and institutional clients. The firm lists a mix of advisory services that span portfolio management for individuals and small businesses, pooled investment vehicles and institutions, as well as pension consulting and the selection of other advisers. Its business activities include acting as an other financial product salesperson and serving in sponsor/GP or managing member roles for pooled vehicles. Its fee model is multi-pronged—percentage-of-AUM, fixed fees, and performance-based fees are all part of the stated structure. Argentarii does not position itself as an active ESG investor and is not identified as 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 Equities70%
- Cash & Cash Equivalents20%
- Public Funds/Mutual Funds8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 6
John Morelock
PartnerCRD 6255949

Brandon Hutchison
Founding PartnerCRD 5981636

Ryan Murray
Founding PartnerCRD 6131580
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$42.7M in ETFs
97%
$41.4M
2%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GOLD TRUST (IAU) | BlackRock | Passive | Commodities Focused | $7.2M | 87,728 | 16.88% |
Location
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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