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Argent Wealth, LLC

Argent Wealth, LLC. CRD 311685

Argent Wealth, LLC logo

CRD: 311685

Argent Wealth, LLC

Ridgeland, MS, 39157
6019570323
www.myargentwealth.com
$487.3M Total AUM
$487.3M Disc. AUM
5.7% 3Y CAGR
11 Employees
470 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail and Institutional
Platforms
Pathway summitPathway
Established Date
12-01-2020
Office Locations
1

Office Locations

1020 Highland Colony Parkway Suite 603 Ridgeland MS

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.

Team overview

39 AVG AGE
$81.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
3.9 yrs AVG TENURE
11 Employees
6 Advisory Reps
6 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Vector vital Focus Bridge value Radial Crest Vertex Radial

Client Personas

Pathway Element vector

Custodian

Foundation alpha Horizon Zenith Catalyst Horizon

Investment Themes

Alpha momentum Horizon vital Delta Horizon zenith

Investment Vehicles

Horizon Wave eagle

Platform

Matrix fusion Peak Meridian pioneer

Services

Value value Bridge Oak Insight Focus Matrix Insight Crest Catalyst wave

Technology

Capital vertex Frontier

Owner & Executives

CAROL HASSON BROCK

CAROL HASSON BROCK

Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER

CRD
--
Ownership
Less than 5%
(808) 432-8860
oak.vital@vitalcapital.com
in linkedin.com/in/pioneer-delta
M

MATTHEW REID DAVIS

Chief Investment Officer, Wealth Management Advisor

CRD
#5542559
Ownership
Less than 5%
(783) 254-6509
matrix.eagle@unisoncapital.com
in linkedin.com/in/horizon-frontier
V

Vector horizon

Timber unison

CRD
#97571
Ownership
43.0%
(834) 835-6544
delta.bridge@valuecapital.com
in linkedin.com/in/crest-timber

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Contacts

CRISTOPHER MCKAY DOCKERY

CRISTOPHER MCKAY DOCKERY

Financial Advisor

CRD
#5870461
(887) 953-5377
value.pathway@signalcapital.com
in linkedin.com/in/glacier-wave
JOHN THURMAN EVERETT

JOHN THURMAN EVERETT

--

CRD
#7072588
(367) 682-4344
optima.alpha@crestcapital.com
in linkedin.com/in/beacon-momentum
L

Legacy pathway

Eagle crest

CRD
#43671
(984) 207-4570
delta.unison@deltacapital.com
in linkedin.com/in/crest-vital

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-28-2022
12-04-2023
06-10-2024
03-20-2025
03-30-2026
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

Total SMA Asset: $487,289,663

$487.3M Total SMA
Public Funds:
24.5%
Equity - Exchange:
8.5%
Cash:
27.0%
Other:
14.7%
Private Funds:
14.0%
U.S. Government/Agency:
11.3%
Asset class Assets Assets %
Public Funds $2,155,019,511 24.5%
Equity - Exchange $747,659,830 8.5%
Cash $2,374,919,461 27.0%
Other $1,293,011,707 14.7%
Private Funds $1,231,439,721 14.0%
U.S. Government/Agency $993,947,775 11.3%
Total $8,795,998,005 100.0%

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