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ARGENT ADVISORS, INC.
CRD 112028File 801-60187
APPROVED
Retail clients
Custody
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.71B
Top 25% of cohort (national)
Discretionary AUM
$1.71B
Clients
1,499
2,888 accounts
Employees
27
Top 25% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 6, 2001
- Principal office
- 500 EAST REYNOLDS DRIVE, RUSTON, LA, 71270
- Phone
- 318-251-5800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.71B
- Discretionary AUM
- $1.71B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,888
- Non-discretionary accounts
- 0
- Total accounts
- 2,888
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 40 | $93.0M |
| Charitable organizations | 10 | $3.8M |
| High net worth individuals | 271 | $724.0M |
| Pension and profit sharing plans | 18 | $41.1M |
| State or municipal government entities | 21 | $578.0M |
| Individuals (other than high net worth individuals) | 1,139 | $273.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 27 | decreased by1 |
| Apr 1, 2026 | Clients | 1,420 | 1,499 | increased by79 |
| Apr 1, 2026 | AUM | $1,461,903,002 | $1,713,265,623 | increased by$251,362,621 |
| Apr 1, 2026 | Accounts | 2,582 | 2,888 | increased by306 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 28 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,212 | 1,420 | increased by208 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,017,413,137 | $1,461,903,002 | increased by$444,489,865 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,106 | 2,582 | increased by476 |
| Apr 1, 2022 | Employees | 27 | 31 | increased by4 |
| Apr 1, 2022 | Clients | 1,536 | 1,212 | decreased by324 |
| Apr 1, 2022 | AUM | $1,073,723,799 | $1,017,413,137 | decreased by$56,310,662 |
| Apr 1, 2022 | Accounts | 2,766 | 2,106 | decreased by660 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARGENT ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARGENT ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.