Firms by custodian
Registered investment advisers that custody at Argent Trust
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Highland Capital Management | Memphis, TN | $3.88B |
| Orleans Capital Management | Mandeville, LA | $2.13B |
| Argent Advisors | Ruston, LA | $1.71B |
| Gables Capital Management | Miami, FL | $439M |
| Carriage Services Investment Advisors | Houston, TX | $308M |
| Bona Fide Wealth | $144M |
- Headquarters
- Memphis, TN
- Regulatory AUM
- $3.88B
- Headquarters
- Mandeville, LA
- Regulatory AUM
- $2.13B
- Headquarters
- Ruston, LA
- Regulatory AUM
- $1.71B
- Headquarters
- Miami, FL
- Regulatory AUM
- $439M
- Headquarters
- Houston, TX
- Regulatory AUM
- $308M
- Headquarters
- Regulatory AUM
- $144M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A custodian holds client accounts; the adviser directs them but does not take possession of the money. Form ADV Schedule D, Section 5.K.(3) requires an adviser to name every custodian holding 10% or more of its separately managed account assets, which is where this list comes from.
A firm may use several custodians, so it can appear on more than one of these lists, and smaller custodial relationships below the 10% threshold are not reported at all. Naming Argent Trust here says only what the filing says, and implies nothing about either firm's service.