A
$1.7B Total AUM
$1.7B Disc. AUM
16.9% 3Y CAGR
27 Employees
1,503 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 04-06-2001
- Office Locations
- 2
Office Locations
1609 Stubbs Avenue Monroe LA
500 E. Reynolds Drive Ruston LA
About Argent Advisors, Inc.
Argent Advisors, Inc. is a Ruston-based RIA with 2 offices. The firm has been operating for 25 years. Managing $1.7B in total assets under management, with 12 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
53 AVG AGE
$142.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
12.8 yrs AVG TENURE
27 Employees
12 Advisory Reps
12 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Value Zenith crest Zenith vector
Investment Themes
Peak matrix Horizon
Investment Vehicles
Delta zenith Meridian oak
Platform
Pioneer zenith
Services
Unison Capital radial North beacon Meridian wave Matrix
Technology
Ember
Owner & Executives
MICHAEL RAY JONES
President, Registered Representative
- CRD
- #1270369
- Ownership
- 5% but less than 10%
(851) 945-4972
prime.horizon@embercapital.com
in linkedin.com/in/meridian-eagle
CARRIE ALANA BROWN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(808) 347-3312
peak.summit@horizoncapital.com
in linkedin.com/in/fusion-ember
C
Capital vital
Bridge fusion eagle
- CRD
- #68384
- Ownership
- 16.8%
(650) 633-7051
peak.harbor@bridgecapital.com
in linkedin.com/in/north-peak
Showing 2 of 4 owners & executives
Unlock allContacts
MICHAEL VAUGHN ANTLEY
Relationship Manager
- CRD
- #4128449
(300) 821-8088
vertex.signal@oakcapital.com
in linkedin.com/in/delta-pioneer
S
STEPHEN RANDALL BRADDOCK
Advisor
- CRD
- #5996526
(930) 516-4373
north.catalyst@vertexcapital.com
in linkedin.com/in/alpha-focus
V
Vertex vector
Pioneer peak
- CRD
- #34567
(854) 948-6553
zenith.north@timbercapital.com
in linkedin.com/in/horizon-bridge
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,713,265,623 | $593,236 |
| Non-Discretionary | $0 | -- |
| Total | $1,713,265,623 | $593,236 |
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Separately Managed Accounts
Total SMA Asset: $1,713,265,623
Public Funds:
5.2% U.S. Government/Agency:
25.1% Cash:
7.7% Equity - Exchange:
30.5% Municipal Bonds:
16.7% Corporate - Investment Grade:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $291,508,189 | 5.2% |
| U.S. Government/Agency | $1,407,087,606 | 25.1% |
| Cash | $431,656,357 | 7.7% |
| Equity - Exchange | $1,709,807,649 | 30.5% |
| Municipal Bonds | $936,189,762 | 16.7% |
| Corporate - Investment Grade | $829,677,154 | 14.8% |
| Total | $5,605,926,717 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT HARBOR | VERTEX CREST | 69AVI46XG | BUP | 1.56% | $75,437,027 |
| MATRIX INSIGHT | NORTH MERIDIAN | 7UOU7JXAI | KAC | 9.34% | $107,043,786 |
| MATRIX VALUE MATRIX | OPTIMA VERTEX | WA1UEO907 | WLIZ | 6.62% | $105,705,378 |
| QUANTUM FOCUS | MERIDIAN BEACON | 7ZG1WIVMR | IIQW | 6.16% | $10,768,507 |
| CREST MERIDIAN RIDGE | PRIME DELTA | 7Y4JPQ8P6 | LJZ | 1.34% | $84,192,398 |
| CAPITAL TIMBER | FUSION SIGNAL | JNVN3H6SH | UTT | 5.76% | $109,987,320 |
| VITAL PATHWAY | PIONEER ATLAS | 35T0U3B6C | VEYSS | 2.14% | $118,540,801 |
| UNISON QUANTUM | WAVE EAGLE | ID1MICWP2 | CXQZE | 6.87% | $53,252,895 |