ARG PRIVATE WEALTH, LLC
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
FINTRXOverview
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
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 Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Contacts
3 of 3BRANDON HUTCHISON
Founding PartnerCRD 5981636
RYAN MURRAY
Founding PartnerCRD 6131580
Luke Fleming
AdvisorCRD 7251976
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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