Argo Wealth Advisory, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 334041
- Registered since
- March 4, 2025
- Website
- argowealthadvisory.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.42%
- Pension & Profit Sharing Plans11.51%
- Individuals3.71%
- Charitable Organizations0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Argo Wealth Advisory, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2025 and operates as a capital allocator for private clients and institutions. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of outside advisers. Compensation is a mix of percentage-of-AUM and fixed fees. Argo does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 Equities64%
- Public Funds/Mutual Funds28%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
1 of 1
Jason Hemeon
Member, Chief Compliance OfficerCRD 4545702
Contacts
1 of 1
Kelly Cappello
Client Services DirectorCRD 1639771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$100M in ETFs
49%
$48.9M
45%
$51.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $12.5M | 273,702 | 12.40% |
Location
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 1765 Greensboro Station Pl
- Time zone
- ET (UTC-5)
- Office locations
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