Argent Advisors, Inc.
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 1,499
- Avg AUM / client
- $1.1M
- Accounts
- 2,888
- Employees
- 27
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,139 | $273M | 16.0% |
| High net worth individuals | 271 | $724M | 42.3% |
| Pension and profit sharing plans | 18 | $41.1M | 2.4% |
| Charitable organizations | 10 | $3.8M | 0.22% |
| State or municipal government entities | 21 | $578M | 33.7% |
| Corporations and other businesses | 40 | $93.0M | 5.43% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Byron Robert Moore | Managing Director Planning Grp/Board Member | CFP | Oct 2005 (21y) | Less than 5% |
| Michael Ray Jones | Board Member/President | Oct 2005 (21y) | 5% – 10% | |
| Dean Stephen Mailhes | Board Member/ Managing Director | CFA | Jun 2006 (20y) | Less than 5% |
| Brown, Carrie, Alana | Chief Compliance Officer | Jan 2016 (11y) | Less than 5% | |
| Barry Michael Guinn | Registered representative | Jul 2006 (20y) | ||
| Trey Damon Curtis | Registered representative | CFP | Oct 2011 (15y) | |
| Michael Vaughn Antley | Registered representative | CFP | Apr 2012 (14y) | |
| Stephen Randall Braddock | Registered representative | Feb 2016 (10y) | ||
| Justin Wray Mailhes | Registered representative | CFP | Sep 2016 (10y) | |
| Taylor Beck Hanes | Registered representative | Aug 2018 (8y) | ||
| Lucius De Yampert Mc Gehee | Registered representative | Aug 2018 (8y) | ||
| Kathy Cook Easley | Registered representative | Oct 2020 (6y) | ||
| Matthew Moore | Registered representative | CFP | Mar 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Argent Financial Group, Inc. | Parent Company | Mar 2001 | A | 75% or more |
Undisclosed: 0% – 20% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.4 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Argent Trust Company $877M (51% of AUM) Mar 2026
- National Financial Services (Fidelity) $771M (45% of AUM) Mar 2026
- Sei Investments Distribution Co. $189M (18% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 24, 2026.
View current Form ADV (SEC/IAPD) ↗