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 began SEC registration in 2001. The firm serves both individual and family clients as well as institutional mandates, and it is also registered to provide municipal-advisory services. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. The firm is structured as a domestic corporation with individual ownership elements. Argent Advisors does not identify as an active ESG investor and is not classified as a multi-state or newly formed adviser. It lists relationships with banking, trust and insurance institutions, and it reports activity using third-party managers for certain strategies rather than acting as a primary 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 1
Carrie Brown
Chief Compliance OfficerCRD 5653005
Contacts
3 of 12
Dean Mailhes
Managing DirectorCRD 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 58Active vs passive
$181M in ETFs
82%
$148M
18%
$33M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $20.9M | 216,088 | 11.52% |
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
Similar firms
Oakwater Financial
RIARuston, LA
Summit Financial Wealth Advisors
RIALafayette, LA
Beam Wealth Advisors, Inc.
RIACovington, LA
Sisung Investment Management Services LLC
RIAMetairie, LA
ST. Denis J. Villere & Co, LLC
RIANew Orleans, LA
Orleans Capital Management Corp
RIAMandeville, LA