Argent Capital Management Llc
- Regulatory AUM
- $4.0B
- Discretionary
- $3.8B
- Clients
- 1,160
- Avg AUM / client
- $3.4M
- Accounts
- 1,160
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 877 | $818M | 20.5% |
| High net worth individuals | 194 | $2.6B | 65.3% |
| Investment companies | 3 | $165M | 4.14% |
| Pension and profit sharing plans | 15 | $49.7M | 1.25% |
| Charitable organizations | 47 | $94.1M | 2.36% |
| State or municipal government entities | 1 | $14.6M | 0.37% |
| Corporations and other businesses | 14 | $57.1M | 1.43% |
| Other | 9 | $186M | 4.67% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bricklayers Union Local No 1 Of Missouri Pension P Bricklayers Union Local No 1 Of Missouri Pension Plan | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Steven Logan Finerty | Chairman, Director, And Member | CFP | Sep 1998 (28y) | 50% – 75% |
| Kenneth Hanson Crawford | Portfolio Manager And Member | Jan 2004 (23y) | 10% – 25% | |
| O'meara, Thomas, Edward | Ceo, Director And Member | Jan 2020 (7y) | Less than 5% | |
| Harrison, Scott, Andrew | Portfolio Manager And Member | Dec 2021 (5y) | 5% – 10% | |
| Hammer, Suzanne, Mario | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Herbstreit, Jayme, E | Director Of Operations | Nov 2023 (3y) | Less than 5% | |
| Washburn, Michelle, E | Controller | Nov 2023 (3y) | Less than 5% | |
| Edward Lindon Brown | Registered representative | Sep 2021 (5y) | ||
| Trenton B Paluczak | Registered representative | Sep 2021 (5y) | ||
| Logan William Finerty | Registered representative | CFP CFA | Feb 2025 (1y) | |
| Krystal Proctor | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bricklayers Union Local No 1 Of Missouri Pension P | Bricklayers Union Local No 1 Of Missouri Pension Plan | 545 | $130M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (32% of AUM) Mar 2026
- Commerce Trust Company $1.3B (32% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗