Argent Trust Company
$2.4B reported client assets across 6 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 4 firms that reported Argent Trust Company in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022, 2023 are shown but partial — only FY2017: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 3 cohort firms, FY2020: 3 cohort firms, FY2021: 3 cohort firms, FY2022: 3 cohort firms, FY2023: 3 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Argent Advisors, Inc. | $877M | $1.7B | 51.2% | 03/23/2026 |
| Highland Capital Management, Llc | $774M | $3.8B | 20.2% | 03/25/2026 |
| Orleans Capital Management Corp | $605M | $2.1B | 28.5% | 03/23/2026 |
| Gables Capital Management Inc | $132M | $439M | 30.0% | 03/23/2026 |
| Bona Fide Wealth, Llc | $18.5M | $144M | 12.8% | 03/27/2026 |
| Carriage Services Investment Advisors, Inc. | $4.7M | $308M | 1.5% | 03/27/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.