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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2020
- Office Locations
- 1
Office Locations
About Argent Wealth, LLC
Argent Wealth, LLC (formerly Pinnacle Wealth) provides financial planning and investment/asset management for individuals and families, along with corporate retirement plan services and trust administration. The firm publishes investor education via a Knowledge Center and podcasts, and supports planning with an online client portal (including Schwab Alliance access). Investment implementation includes public funds and ETFs.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 30, 2026, reported AUM increased 10.9%, from $439.3M to $487.3M.
Across 5 reported observations, AUM increased 20.3% between November 28, 2022 and March 30, 2026, from $405.1M to $487.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 470 clients, or 78.3 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Argent Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CAROL HASSON BROCK
Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
MATTHEW REID DAVIS
Chief Investment Officer, Wealth Management Advisor
- CRD
- #5542559
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CRISTOPHER MCKAY DOCKERY
Financial Advisor
- CRD
- #5870461
JOHN THURMAN EVERETT
--
- CRD
- #7072588
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $487,289,663 | $577,357 |
| Non-Discretionary | $0 | -- |
| Total | $487,289,663 | $577,357 |
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Separately Managed Accounts
SMA allocation detail is available
Argent Wealth, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.