Argent Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Argent Advisors reports 1,499 clients. They include 1,139 individual clients, 271 high-net-worth individuals, and 40 corporations and other businesses. Of its assets, 100.0% ($1.71B across 2,888 accounts) are managed with discretion. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 16% |
| High-net-worth individuals | 18% | 42% |
| Pension and profit-sharing plans | 1% | 2% |
| Charitable organizations | <1% | <1% |
| State or municipal government entities | 1% | 34% |
| Other client typesCorporations and other businesses | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,139 | $273M | 16.0% | $240K |
| High-net-worth individuals | 271 | $724M | 42.3% | $2.67M |
| Pension and profit-sharing plans | 18 | $41.1M | 2.4% | $2.29M |
| Charitable organizations | 10 | $3.82M | 0.2% | $382K |
| State or municipal government entities | 21 | $578M | 33.7% | $27.5M |
| Corporations and other businesses | 40 | $93M | 5.4% | $2.32M |
| Total | 1,499 | $1.71B | 100% | $1.14M |
- Clients
- 1,139
- Regulatory AUM
- $273M
- AUM share
- 16.0%
- Avg. per client
- $240K
- Clients
- 271
- Regulatory AUM
- $724M
- AUM share
- 42.3%
- Avg. per client
- $2.67M
- Clients
- 18
- Regulatory AUM
- $41.1M
- AUM share
- 2.4%
- Avg. per client
- $2.29M
- Clients
- 10
- Regulatory AUM
- $3.82M
- AUM share
- 0.2%
- Avg. per client
- $382K
- Clients
- 21
- Regulatory AUM
- $578M
- AUM share
- 33.7%
- Avg. per client
- $27.5M
- Clients
- 40
- Regulatory AUM
- $93M
- AUM share
- 5.4%
- Avg. per client
- $2.32M
Total
- Clients
- 1,499
- Regulatory AUM
- $1.71B
- AUM share
- 100%
- Avg. per client
- $1.14M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Argent Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- IRA Custom Service Fees
- A $50 annual IRA maintenance and 5498 reporting fee, and $75 per required minimum distribution calculation (Argent Trust custody only).
- Other Advisor Services
- Ongoing retirement or financial planning, budget assistance, bill paying and special requests may be billed at $150 per hour.
- Retirement Plan Consulting Services
- Negotiable retirement plan consulting fees generally range from 0.20% to 0.80% of the value of plan assets under advisement.
- Stand-Alone Financial Planning and Consulting
- Planning and consulting fees are negotiable, generally $150 an hour or $1,000 to $5,000 on a fixed fee basis.
Argent Financial Group, Inc. owns 75% or more of Argent Advisors. The leadership team of Argent Advisors includes President Michael Jones and Chief Compliance Officer Carrie Brown. It has 27 employees, 12 of them in advisory roles.
Leadership
- Michael JonesBoard Member/President
- Carrie BrownChief Compliance Officer
- Dean MailhesBoard Member/ Managing Director
- Byron MooreManaging Director-Planning GRP/Board Member
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Michael Vaughn Antley
- Stephen Randall Braddock
- Trey Damon Curtis
- Kathy Cook Easley
- Barry Michael Guinn
- Taylor Beck Hanes
- Michael Ray Jones
- Dean Stephen Mailhes
- Justin Wray Mailhes
- Lucius deYampert McGehee Jr.
- Lucius DeYampert McGehee III
- Byron Robert Moore
- Matthew Moore
Staff
- 27 employees
- 12 in advisory functions
- 12 state-registered reps
- 4 broker-dealer reps
- 8 insurance agents
- 2 soliciting firms
- Owns 75% or more of Argent Advisors, Inc.
Argent Financial Group, Inc.
Control person · since March 2001
- Owns 5% to 10% of Argent Advisors, Inc.
Michael Jones
Control person · since October 2005
Argent Advisors’ regulatory assets grew 1.6× from $1.07B (May 2021) to $1.71B (August 2026); clients were 1,499 in both filings and employees were 27 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.71B | 1,499 | 27 | 2 |
| March 2025 | $1.46B | 1,420 | 28 | 2 |
| June 2024 | $1.37B | 1,401 | 29 | 2 |
| March 2023 | $1.19B | 1,347 | 30 | 2 |
| March 2022 | $1.02B | 1,212 | 31 | 4 |
| May 2021 | $1.07B | 1,536 | 27 | 4 |
Besides its headquarters, Argent Advisors has 1 office, with 2 listed addresses in Louisiana.
Louisiana · 2 listed addresses
- 500 East Reynolds Drive, RustonHQ
- 1609 Stubbs Avenue, Monroe
Contact and registration details
- Legal name
- Argent Advisors, Inc.
- Headquarters
- 500 East Reynolds Drive, Ruston, LA 71270
- Website
- ruston.argentadvisors.com
- Phone
- 318-251-5800
- SEC file
- 801-60187
- Structure
- Louisiana corporation
- Fiscal year end
- December
Argent Advisors uses Argent Trust ($877M, 53%) and Fidelity ($771M, 47%) as custodians for its separately managed accounts. Argent Advisors has custody of $877M in client assets for 367 clients.
- Argent TrustArgent Trust Company · Ruston, LA · $877M53%
- FidelityNational Financial Services LLC · Boston, MA · $771M47%
At year end, Argent Advisors’ separately managed accounts were largely in funds (38%) and bonds (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $400M across 186 positions; the largest are iShares Core MSCI Eafe ETF (5.2%), iShares Core S&P Mid-cap ETF (4.9%) and iShares Core Dividend Growth ETF (3.8%).
What the accounts hold
- Stocks14%
- Funds38%
- Bonds26%
- U.S. government and agency bonds23%
- State and local bonds2%
- Investment grade corporate bonds1%
- Cash22%
Reported 13F holdings
- $400M
- Reported 13F value
- 186
- Positions
- 36.5%
- In the 10 largest
- +9.1%
- Value vs. prior quarter
- iShares Core MSCI Eafe ETF5.2%
- iShares Core S&P Mid-cap ETF4.9%
- iShares Core Dividend Growth ETF3.8%
- American Century U.S. Small Cap Value3.8%
- iShares Core S&P 500 ETF3.4%
- FT Vest Rising Dividend Achievers Target Income ETF3.2%
- Invesco S&P 100 Equal Weight ETF3.1%
- iShares 1-3 Year Treasury Bond ETF3.0%
- JP Morgan3.0%
- Apple Inc.2.9%
Together, the ten largest are 36.5% of reported value.
How many clients does Argent Advisors have?
Argent Advisors has 1,499 clients and manages $1.71 billion for them, as of August 2026. They include 1,139 individual clients, 271 high-net-worth individuals, and 40 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026
What services does Argent Advisors offer?
Argent Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Argent Advisors use?
Argent Advisors’ separately managed account assets are held at Argent Trust Company (Ruston, LA), with $877M and National Financial Services LLC (Boston, MA), with $771M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 August 2026
How many financial advisors does Argent Advisors have?
Argent Advisors has 12 investment adviser representatives registered with state securities authorities, out of 27 employees, and 12 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Argent Advisors invest in?
At the end of its last fiscal year, Argent Advisors’ separately managed accounts held 38% registered funds (mutual funds, ETFs, BDCs), 23% U.S. government and agency bonds, 22% cash and equivalents, 14% exchange-traded equities, 2% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Argent Advisors?
Argent Advisors’ direct owners are Argent Financial Group, Inc. (75% or more) and Michael Jones (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 August 2026
How does Argent Advisors get paid?
Argent Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Argent Advisors?
Argent Advisors’ main office is at 500 East Reynolds Drive, Ruston, LA 71270. Its phone number is 318-251-5800. Its website is ruston.argentadvisors.com.