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They include 251 high-net-worth individuals, 145 individual clients and 11 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sargent Investment Group offer?","answer":"Sargent Investment Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, pension consulting, selecting other managers, education planning, estate planning, insurance, and philanthropic planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sargent Investment Group charge?","answer":"Sargent Investment Group charges up to 1.00% for its Investment Advisory Fees. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $2,000,000.","source":"FIRM DISCLOSURE BROCHURE 2A, filed 26 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sargent Investment Group use?","answer":"Sargent Investment Group’s separately managed account assets are held at Folio Investments, Inc. (McLean, VA), with $1.28B and Charles Schwab & Co., Inc. (San Francisco, CA), with $190M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sargent Investment Group have?","answer":"Sargent Investment Group has 12 investment adviser representatives registered with state securities authorities, out of 18 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sargent Investment Group invest in?","answer":"At the end of its last fiscal year, Sargent Investment Group’s separately managed accounts held 53% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 4% pooled vehicles (private funds and similar), 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Sargent Investment Group have a minimum investment?","answer":"Yes, Sargent Investment Group’s minimum account size for its Investment Advisory Fees is $2M.","source":"FIRM DISCLOSURE BROCHURE 2A, filed 26 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Sargent Investment Group?","answer":"Sargent Investment Group’s direct owners are Brian McGregor, Christopher Rhyne, 2024 Thayer McGregor Family Trust, 2024 Thayer McGregor Family and Edward Lamade, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sargent Investment Group get paid?","answer":"Sargent Investment Group is paid through a percentage of assets under management and fixed fees. 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