Argent Capital Management LLC

RIASEC RegisteredEst. 1998
Total AUM
$4B
Discretionary
$3.8B
95% of AUM
Avg account
$3.4M
Accounts
1,160
Employees
23
Advisory reps
11

Firm details

Headquarters
Clayton, Missouri
CRD number
107930
Registered since
October 6, 1998
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

FINTRX

Overview

Argent Capital Management LLC is an independent, privately owned registered investment adviser that provides portfolio management for individuals and families as well as for investment companies and institutional/business clients. The firm charges fees based on a percentage of assets under management and can also assess performance-based fees. Its filings indicate a clear preference for equity-centric strategies rather than ESG- or pension-focused consulting, and it operates as a single registered adviser rather than part of a related-adviser structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

3 of 11
  • Logan Finerty

    Logan Finerty

    PartnerCRD 5690834

  • Jayme Herbstreit

    Director of OperationsCRD 7846784

  • Suzanne Hammer

    Suzanne Hammer

    DirectorCRD 1111107

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$2.4M in ETFs

Passive

82%

$2M

Active

18%

$435K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$875K1,16936.46%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth