Argent Advisors, Inc. logo

Argent Advisors, Inc.

Updated today

Client assets under management

$997,350,302

Clients

1,410

19% high-net-worth

Advisors

12

of 27 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

118

Very High

Average account size

$707,341

About

Argent Advisors serves a mix of individual clients (both non‑HNW and high‑net‑worth), trusts, estates, charitable organizations and government entities, providing discretionary portfolio management, standalone financial planning, and retirement plan consulting. The firm also offers ERISA 3(21) and 3(38) retirement plan services and is registered as a municipal advisor, enabling it to advise municipalities on funding needs.

Argent implements a range of in‑house and delegated strategies, including model portfolios (MAP, PRIME, Retirement Builder, Dividend Focus, Core Equity, and fixed‑income models), dynamic asset allocation, covered‑call overlays, and the use of direct indexing and interval funds where suitable. It routinely allocates assets to affiliated and unaffiliated sub‑advisers (notably ATC and Orleans), treats cash as an asset class, and discloses use of AI tools under an internal policy to support—rather than replace—advisor judgment.

What distinguishes Argent from many multi‑team peers is its municipal advisory registration and explicit work with state and municipal clients and public funds, combined with its ownership structure: Argent Trust Company and other entities are affiliates under Argent Financial Group, with ATC serving both as custodian/sub‑advisor for certain models and receiving custody and shareholder servicing fees. The firm’s affiliated relationships and sub‑advisory arrangements, along with operational features such as proxy and class‑action filing services through third‑party providers, create conflicts of interest it discloses and manages.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Tax-loss harvesting Retirement income strategy

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Fee options

Fixed

Financial planning and consulting fixed fees generally range between $1,000 and $5,000.

Percentage

$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000+: 0.70% $0 - $1,000,000: 1.50% $1,000,000+: 1.25% $0 - $10,000,000: 0.20% $10,000,000 - $20,000,000: 0.175% $20,000,000 - $25,000,000: 0.15% $25,000,000+: Negotiated $0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.80% $2,000,000+: 0.50% All+: 0.50%

Commissions

Certain representatives offer commission-based products via LPL Financial Corporation with commissions and 12b-1 fees.

Project-based

Financial planning and consulting services at $150 per hour.

Other

Minimum fee: Generally $350 annual minimum fee for accounts custodied at Argent Trust Company (ATC), with discretion to waive or reduce. Fee-only: Financial planning and consulting fees generally $150/hour or $1,000 to $5,000 fixed fee, negotiable.

Main office location

Argent Advisors, Inc.

500 East Reynolds Drive

Ruston LA 71270, United States

Number of offices

2

Most active in

Alabama · Arkansas · California · Florida · Georgia · Louisiana · Mississippi · Nebraska · North Carolina · Pennsylvania · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Lucius M

Series 65

Ruston, LA

Argent Advisors, Inc.

Lucius Mc Gehee is a Series 65-licensed financial advisor at Argent Advisors, Inc. with nine years of industry experience. He has been with Argent Advisors since 2018 and has a long tenure at Argent Trust Company, where he serves as Executive Vice President. Outside of his advisory role, he is involved in charitable grant-making through the McGehee Foundation and Argent Foundation, and serves on the Industrial Development Board of Lincoln Parish. Argent Advisors, Inc. is an SEC-registered investment adviser offering discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $1.46 billion across diverse asset-allocation models and integrates affiliated trust-company services as custodian and sub-adviser, while also providing municipal-advisor services to government clients.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Matthew M

CFP®

Ruston, LA

Argent Advisors, Inc.

Matthew Moore is a CFP® professional with five years of industry experience, currently serving as an advisor at Argent Advisors, Inc. since 2021. Prior to this role, he worked with Argent Financial Group and served on the Lincoln Parish School Board. Outside of his advisory work, he is president of the Ruston Chess Knights club and a partner in a land management firm, Lottie Loo Tree Farm, LLC. Argent Advisors, Inc. is an SEC-registered investment adviser managing approximately $1.46 billion in discretionary assets for individuals, high-net-worth clients, and plan sponsors. The firm offers diversified asset-allocation strategies and integrates affiliated trust-company services, with a notable focus on municipal advisory work for government clients.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Michael J

Series 63, Series 65, Series 66

Ruston, LA

Argent Advisors, Inc.

Michael Jones is a financial advisor at Argent Advisors, Inc. with 41 years of industry experience. He holds the Series 63, 65, and 66 designations and has been with Argent Advisors since 2005, including a concurrent role at Argent Trust since 2010. Outside of his advisory work, he is a partner in ALWRIGHT LLC, which invests in oil and gas production and leasing, and is involved with TAP Resources, focusing on exploration and production of oil and gas. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs diversified asset-allocation models and integrates affiliated trust-company services, also providing municipal advisory services to government clients.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Byron M

CFP®, Series 63

Ruston, LA

Argent Advisors, Inc.

Byron Moore is a CFP® with 20 years of industry experience, currently serving at Argent Advisors, Inc. since 2005, including roles with Argent Trust and Argent Insurance Services. He holds a Series 63 registration and is based in Monroe, LA. Argent Advisors, Inc. is an SEC-registered investment adviser managing approximately $1.46 billion for individuals, high-net-worth clients, and plan sponsors. The firm offers discretionary portfolio management, financial planning, retirement-plan consulting, and municipal advisory services, utilizing diversified asset-allocation models and affiliated trust-company services.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Michael A

CFP®, Series 63

Monroe, LA

Argent Advisors, Inc.

Michael Antley is a CFP® with 20 years of industry experience, currently serving at Heritage Capital Management, Inc. since 2012. He is also the owner and agent of Integrity Capital Research, LLC, a research-focused investment entity he has operated since 2006. Heritage Capital Management is a small, supported advisory firm serving individual and business clients, including high-net-worth individuals. The firm employs an asset-allocation approach primarily using mutual funds and ETFs, integrating fundamental, technical, and cyclical analysis across multiple investment horizons.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Trey C

CFP®, ChFC®, Series 63, Series 66

Ruston, LA

Argent Advisors, Inc.

Trey Curtis is a financial advisor with Argent Advisors, Inc. in Monroe, LA, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been associated with Argent Trust Company, Argent Advisors, Inc., and LPL Financial since 2011, and has been involved with the Citiván Organization since 2005. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes diversified asset-allocation models and integrates affiliated trust-company services, also providing municipal advisory services to government entities.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Barry G

Series 63, Series 66

Ruston, LA

Argent Advisors, Inc.

Barry Guinn is a financial advisor with Argent Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial LLC since 2011 and has been with Argent Advisors, Inc. and its affiliated Argent Trust since 2005 and 2010, respectively. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm integrates affiliated trust-company services and offers municipal advisory consulting alongside diversified asset-allocation strategies.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Taylor H

Series 65

Ruston, LA

Argent Advisors, Inc.

Taylor Hanes is a Series 65-licensed financial advisor at Argent Advisors, Inc. with eight years of industry experience. His prior work includes roles at Heritage Institutional Services, LLC and Argent Financial Group, Inc. He is based in Ruston, Louisiana. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $1.46 billion and offers a range of asset-allocation strategies, municipal-advisor services, and integrated trust-company solutions.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Stephen B

Series 66

Ruston, LA

Argent Advisors, Inc.

Stephen Braddock is a financial advisor at Argent Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Argent Advisors since 2016, with prior experience at LPL Financial LLC and Argent Financial Group. He also serves as a trust officer at Argent Trust Company. Argent Advisors, Inc. is an SEC-registered investment adviser managing approximately $1.46 billion on a discretionary basis for individuals, high-net-worth clients, and plan sponsors. The firm offers diversified asset-allocation strategies and integrates affiliated trust-company services, providing municipal advisory consulting to government entities.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Dean M

CFA®, Series 63

Monroe, LA

Argent Advisors, Inc.

Dean Mailhes is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with Heritage Capital Management, Inc. and has prior work history at Argent Advisors, Inc. and Argent Trust. Outside of his advisory role, he has involvement in several real estate ventures. Heritage Capital Management is a small, supported investment advisory firm serving individual and business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and non-investment consulting, utilizing an asset-allocation approach with mutual funds and ETFs.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Justin M

CFP®

Monroe, LA

Argent Advisors, Inc.

Justin Mailhes is a CFP® professional with nine years of industry experience, currently serving at Argent Advisors, Inc. since 2014. He also holds roles as a trust officer at Argent Trust Company and Chief Compliance Officer at Heritage Capital Management. Additionally, he is an independent insurance agent outside of his investment-related activities. Argent Advisors, Inc. is an SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm manages approximately $1.46 billion on a discretionary basis and offers integrated trust services and municipal advisory consulting to state and local governments.

Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Kathy E

Series 63, Series 66

Ruston, LA

Argent Advisors, Inc.

Kathy Easley is a financial advisor with Argent Advisors, Inc. She holds Series 63 and Series 66 designations and has 29 years of industry experience. Easley has been with Argent Advisors since 2020 and has also worked with LPL Financial and Argent Financial. Argent Advisors, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes diversified asset-allocation models and integrates affiliated trust-company services, while also providing municipal advisory services to government entities.

Active portfolio management Tax-loss harvesting Retirement income strategy
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