CRD: 297499
Sargent Investment Group
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- Custodian
- Charles Schwab & Company · Folio Investments · Goldman Sachs · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
About Sargent Investment Group
Sargent Investment Group is a Bethesda, MD RIA focused on multigenerational family wealth. The firm delivers a Wealth Overview & Action Plan combining financial and estate planning with tailored asset allocation. Portfolios lean heavily on ETFs and public funds, with selective private investments. Named to Forbes’ America’s Top 250 RIA Firms (2024).
Team overview
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
BRIAN DOUGLAS MCGREGOR
Chief Executive Officer, Managing Member, Managing Principal
- CRD
- #4694197
- Ownership
- 25% but less than 50%
CHRISTOPHER NEEL RHYNE
Managing Member, Principal
- CRD
- #5677027
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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SAMUEL FERGUSON BEACH JR
Financial Advisor
- CRD
- #1197819
MATTHEW JOHN ELMORE
Director of Operations
- CRD
- #5099824
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,165,082,546 | $947,992 |
| Non-Discretionary | $310,716,867 | $2,044,190 |
| Total | $1,475,799,413 | $1,068,645 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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