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ARGENT RETIREMENT PLAN ADVISORS, LLC
CRD 165031File 801-78568
APPROVED
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$683.1M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $683.1M
Clients
53
53 accounts
Employees
7
Above cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 20, 2013
- Principal office
- 201 ST. CHARLES AVE., SUITE 2420, NEW ORLEANS, LA, 70170
- Phone
- 381-251-5800
- Website
- HTTPS://WWW.ARGENT401K.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $683.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $683.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 53
- Total accounts
- 53
- AUM per client
- $12.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 53 | $683.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 | 5 | 7 | increased by2 |
| Apr 1, 2026 | Clients | 49 | 53 | increased by4 |
| Apr 1, 2026 | AUM | $651,910,127 | $683,140,774 | increased by$31,230,647 |
| Apr 1, 2026 | Accounts | 49 | 53 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 33 | 49 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $656,159,203 | $651,910,127 | decreased by$4,249,076 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 36 | 49 | increased by13 |
| Apr 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 12 | 33 | increased by21 |
| Apr 1, 2022 | AUM | $290,524,973 | $656,159,203 | increased by$365,634,230 |
| Apr 1, 2022 | Accounts | 12 | 36 | increased by24 |
| 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 RETIREMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARGENT RETIREMENT” 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.