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 a privately owned limited liability company that has been SEC-registered since 1998. The firm serves both individual and family clients as well as institutional investors, and its advisory services focus on portfolio management for individuals and small businesses, investment companies, and other businesses or institutions. Compensation is primarily an asset-based fee with the potential for performance-based fees. Argent does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
3 of 11LOGAN 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 4Active vs passive
$2.5M in ETFs
85%
$2.1M
16%
$383K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.6M | 2,404 | 63.48% |
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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