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 independently owned registered investment adviser organized as an LLC. The firm is positioned as a capital allocator for both individual and family clients as well as institutional investors, billing clients via a percentage-of-AUM schedule and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and the selection of third‑party advisers. Argo does not describe itself 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 1JASON HEMEON
Member, Chief Compliance OfficerCRD 4545702
Contacts
1 of 1KELLY CAPPELLO
Client Services DirectorCRD 1639771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$89.7M in ETFs
47%
$42.1M
49%
$47.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $12.3M | 269,819 | 13.73% |
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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