ARG Private Wealth, LLC

RIASEC RegisteredEst. 2026
Total AUM
$280M
Discretionary
$280M
100% of AUM
Avg account
$528K
Accounts
530
Employees
2
Advisory reps
4

Firm details

Headquarters
Cincinnati, Ohio
CRD number
336183
Registered since
June 23, 2026
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 an independent registered investment adviser that operates as a capital allocator for a mix of individual, family and institutional clients. The firm is organized as an LLC and reports SEC registration effective in 2026. Its revenue model is standard percentage-of-AUM fees, and 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 also lists activity as an investment sponsor/GP and managing member of pooled investment vehicles, indicating it both sources and sponsors some pooled strategies in addition to recommending outside managers. ARG reports it is not an active ESG investor and does not position as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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 4
  • Brandon Hutchison

    Brandon Hutchison

    Founding PartnerCRD 5981636

  • Ryan Murray

    Ryan Murray

    Founding PartnerCRD 6131580

  • Charles Kuhn

    Charles Kuhn

    PartnerCRD 2599437

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth