Argentarii, LLC logo

Argentarii, LLC

Updated today

Client assets under management

$410,958,917

Clients

120

75% high-net worth

Advisors

5

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

24

Very Low

Average account size

$3,424,658

About

Argentarii, LLC is a registered investment adviser that provides discretionary portfolio management and related wealth services to individuals (including high net worth clients), corporations, trusts, estates, charitable organizations, retirement plans, and pooled investment vehicles. The firm manages roughly $432 million in client assets and also offers family office services on a retainer basis, as well as access to SMA programs through platforms such as Goldman Sachs and Nuveen.

The firm generally implements client strategies using model portfolios and may employ third‑party managers accessed via institutional platforms (iCapital, SmartX, CAIS), combining fundamental, technical, and modern portfolio theory analyses with both long‑ and short‑term trading approaches. Argentarii discloses tax considerations are integrated when possible but not the primary driver of portfolio construction, and it monitors accounts on an ongoing basis with most client relationships managed on a discretionary basis.

Argentarii’s brochure highlights several uncommon features for a team firm: it acts as advisor and manager to private placements, charges performance‑based fees for certain funds, and serves as sponsor/advisor to pooled vehicles managed by its affiliate Argentarii Private Capital (MM Holdings, WBR Holdings, RSC Holdings, HBCA Holdings, and Z Park Holdings). The firm also has related‑party affiliations (common ownership with ARG Private Wealth and ownership of Argentarii Legacy Planning Services) and partners with GLASFunds to offer alternative private opportunities, while disclosing trade‑allocation and valuation policies intended to address the conflicts those activities create.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Business sale tax planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Family office services are provided under a fixed annual retainer fee, varying by client needs and scope.

Performance-based

Performance-based fees charged on certain private placements, calculated as incentive allocations based on gains; only for qualified clients.

Main office location

Argentarii, LLC

3825 Edwards Road, Ste 650

Cincinnati OH 45209, United States

Number of offices

1

Most active in

California · Florida · Kentucky · Ohio · 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

Mark C

Series 63, Series 65

Cincinnati, OH

Argentarii, LLC

Mark Casella is a financial advisor at Argentarii, LLC with nine years of industry experience. He previously worked at Coppertree Ltd. for 19 years before joining Argentarii in 2024. Outside of his advisory role, he is involved in metal manufacturing as an owner and board member of FC Industries, leads a SaaS platform company as president of Clariata, LLC, and serves as chair and facilitator for a local group of TIGER 21 members. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, estates, retirement plans, and charitable organizations. The firm combines traditional advisory services with access to alternative investments and private placements, managing assets primarily through firm-developed or third-party model portfolios and employing a range of strategies including equity, fixed income, option writing, and structured notes.

Private / alternative investments Business sale tax planning Founder/Business Owner Executive
user avatar

Maxwell R

Series 63, Series 66

Cincinnati, OH

Argentarii, LLC

Maxwell Rossi is a financial advisor at Argentarii, LLC with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Sanford C. Bernstein. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, and other entities. The firm combines traditional advisory services with access to alternative investments and private placements, managing assets through model portfolios and various investment strategies, and also serves as adviser and sponsor of pooled investment vehicles and private funds.

Private / alternative investments Business sale tax planning Founder/Business Owner Executive
user avatar

Brandon H

Series 66

Cincinnati, OH

Argentarii, LLC

Brandon Hutchison is a financial advisor with Argentarii, LLC in Cincinnati, OH, holding a Series 66 designation and 11 years of industry experience. Prior to joining Argentarii, he worked for Bank of America and Merrill from 2014 to 2024. He serves as a business advisor on the board of Essential Provisions, LLC, a food manufacturing company. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, estates, retirement plans, charitable organizations, and pooled investment vehicles. The firm combines traditional advisory services with access to alternative investments and private placements, managing client assets through model portfolios and various strategies including equity, fixed income, option writing, and structured notes.

Private / alternative investments Business sale tax planning Founder/Business Owner Executive
user avatar

Taylor P

Series 66

Cincinnati, OH

Argentarii, LLC

Taylor Palmer is a financial advisor at Argentarii, LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Palmer’s background also includes roles outside finance, such as positions at Lululemon and Health Carousel. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, and other entities. The firm employs a range of strategies including equity, fixed income, option writing, and alternative investments, and serves as adviser and sponsor of pooled investment vehicles and private funds.

Private / alternative investments Business sale tax planning Founder/Business Owner Executive
user avatar

Ryan M

CFP®, Series 66

Cincinnati, OH

Argentarii, LLC

Ryan Murray is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Argentarii, LLC, a firm he joined in 2024, and previously worked at Bank of America and Merrill Lynch. Argentarii, LLC provides discretionary portfolio management and family office services to individuals, corporations, trusts, and other entities, combining traditional advisory services with access to alternative investments and private placements. The firm manages client assets primarily on a discretionary basis using model portfolios and employs a variety of strategies, including equity, fixed income, option writing, and structured notes, while also serving as adviser and sponsor of pooled investment vehicles and private funds.

Private / alternative investments Business sale tax planning Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")