Wealth manager, bank-affiliated · Ruston, LA
Argent Advisors, Inc.
SEC-registered investment adviser · CRD 112028 · SEC 801-60187
At a glance
Argent Advisors, Inc. is an SEC-registered investment adviser based in Ruston, Louisiana, with $1.7B in regulatory assets under management as of its Form ADV filed August 20, 2026. It reports 1,410 individual clients, 271 of them high-net-worth, holding an average of about $0.7 million each, and 27 employees. That ranks it 639th among the nation’s 5,657 independent wealth management RIAs and 4th of 46 in Louisiana. It reports 2 custodians for its clients’ separately managed accounts: Argent Trust and Fidelity.
Main office 318-251-5800ruston.argentadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among independent wealth managers
- #639 of 5,657
- Rank among all SEC RIAs
- #3,960 of 17,210
- Rank in Louisiana
- #4 of 46
- Individual clients
- 1,410
- High-net-worth clients
- 271
- Accounts
- 2,888
- Discretionary
- 100% of AUM
- Employees
- 27
- Advisory staff
- 12
- Offices
- 2
Owners and executives on its Form ADV
- Michael R. JonesBoard Member/president
- Dean S. MailhesBoard Member/ Managing Director
- Byron R. MooreManaging Director-Planning Grp/board Member
- Carrie A. BrownChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Argent Advisors, Inc. is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names LPL Financial as the broker-dealer its advisers are registered with.
her professionals for implementation purposes, including certain of the Registrant’s representatives in their individual capacities as registered representatives of LPL Financial Corporation (“LPL”) and/or licensed insurance professionals.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 271 | $724M | 42% |
| State or municipal government entities | 21 | $578M | 34% |
| Individuals | 1,139 | $273M | 16% |
| Corporations or other businesses | 40 | $93M | 5% |
| Pension and profit sharing plans | 18 | $41M | 2% |
| Charitable organizations | 10 | $4M | <1% |
Disciplinary disclosures
Argent Advisors, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ruston.argentadvisors.com ↗
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Louisiana
All of Louisiana →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Stokes Family Office LLCNew Orleans | $3.4B | 724 |
| Waters, Parkerson & Co., LLCNew Orleans | $2.9B | 741 |
| Summit Financial Wealth AdvisorsLafayette | $1.8B | 1,208 |
| Beam Wealth Advisors, Inc.Covington | $1.6B | 2,207 |
| FPL Capital Management, LLCMetairie | $1.1B | 268 |
Background
Questions
How much does Argent Advisors, Inc. manage?
Argent Advisors, Inc. reports $1.7B in regulatory assets under management across 2,888 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 20, 2026.
How many clients does Argent Advisors, Inc. have?
It reports 1,410 individual clients: 271 high-net-worth individuals and 1,139 other individuals. Individuals account for about 58% of its regulatory assets.
Where is Argent Advisors, Inc. headquartered?
Its main office is in Ruston, Louisiana. It reports 2 offices in total and 27 employees, 12 of whom perform investment advisory functions.
How does Argent Advisors, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Argent Advisors, Inc. use?
It reports 2 custodians for its clients’ separately managed accounts: Argent Trust and Fidelity. On Schedule D of its Form ADV filed August 20, 2026, it reports these amounts held: Argent Trust ($877M); Fidelity ($771M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Argent Advisors, Inc. a hybrid RIA with a broker-dealer?
Argent Advisors, Inc. is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Argent Advisors, Inc. a fiduciary?
As an SEC-registered investment adviser, Argent Advisors, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 4 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Argent Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →