$256.2M Total AUM
$225.9M Disc. AUM
-- 3Y CAGR
2 Employees
102 ADV. Clients
1 yrs Firm Age
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- Custodian
- Raymond James ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Matrix ridge
- Established Date
- 03-04-2025
- Office Locations
- 1
Office Locations
1765 Greensboro Station Place Suite 900 Mclean VA
About Argo Wealth Advisory, LLC
Argo Wealth Advisory is an independent, fee-only RIA providing comprehensive wealth, tax, and estate planning and corporate retirement plan guidance for clients, including business owners, entrepreneurs, and retirees. The firm emphasizes non-proprietary, ETF- and mutual-fund-based portfolios and offers client account access via Raymond James. Founder Jason Hemeon has been recognized by Forbes and AdvisorHub.
Team overview
-- AVG AGE
$128.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Fusion glacier Momentum horizon Alpha
Client Personas
Focus north Vector vital Bridge matrix
Custodian
Peak Atlas Vertex atlas North vector Unison atlas Frontier foundation
Investment Themes
North
Investment Vehicles
Oak insight
Platform
Delta
Services
Frontier Momentum Pioneer Meridian bridge Vertex Alpha Optima Crest Summit Momentum timber Peak vital
Technology
Glacier
Owner & Executives
JASON RANDALL HEMEON
Chief Compliance Officer, Managing Principal
- CRD
- #4545702
- Ownership
- 75% or more
(672) 659-8731
bridge.vector@embercapital.com
in linkedin.com/in/meridian-matrix
Showing 1 of 1 owners & executives
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KELLY LYNN CAPPELLO
Client Services Director
- CRD
- #1639771
(859) 285-4672
peak.insight@fusioncapital.com
in linkedin.com/in/oak-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,936,588 | $641,865 |
| Non-Discretionary | $30,231,953 | $414,136 |
| Total | $256,168,541 | $602,750 |
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Separately Managed Accounts
Total SMA Asset: $256,168,541
Equity - Exchange:
17.3% Public Funds:
11.6% Cash:
18.2% Municipal Bonds:
12.8% U.S. Government/Agency:
20.7% Corporate - Investment Grade:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $97,243,006 | 17.3% |
| Public Funds | $65,203,403 | 11.6% |
| Cash | $102,301,890 | 18.2% |
| Municipal Bonds | $71,948,582 | 12.8% |
| U.S. Government/Agency | $116,354,348 | 20.7% |
| Corporate - Investment Grade | $109,047,070 | 19.4% |
| Total | $562,098,299 | 100.0% |