Argent Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$997,350,302
Clients
1,410
Advisors
13
across 2 offices
About
Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high‑net‑worth clients, trusts, estates, charitable organizations and retirement plan sponsors. The firm provides portfolio management, financial planning and consulting, retirement plan services (including ERISA 3(21) and 3(38) roles), and is separately registered as a municipal advisor providing consulting on municipal funding and public‑fund management.
Investment approaches include allocation among individual equities, fixed income, mutual funds and ETFs across model portfolios such as MAP (Managed Asset Portfolio), PRIME, Dividend Focus and dynamic asset‑allocation models that combine active and passive positioning. Argent uses sub‑advisors (including affiliated Orleans Capital Management and Argent Trust Company), and implements strategies that can include covered‑call writing, direct indexing, interval and private fund investments, and structured products, while stating that AI tools are used under a policy and that human review governs final recommendations.
Argent’s profile is notable for combining municipal‑advisor services and work with state and municipal clients with affiliated custody and trust operations — Argent Trust Company is an affiliated custodian and sub‑advisor for certain programs — which can produce integrated public‑fund and custody/sub‑advisory arrangements. The firm also discloses more uncommon product and service use for its peer group (derivatives and options strategies, autocallable notes, direct indexing, interval and private funds) and describes affiliated broker‑dealer and insurance relationships and related conflicts when recommending custody or commission‑based implementation.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees typically range between $1,000 and $5,000 depending on scope and professional.
$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% $0+: 0.50%
Clients may engage certain representatives as registered representatives of LPL Financial Corporation to implement recommendations on a commission basis; commissions vary, and commissions are only charged if client chooses commission products.
Financial planning and consulting services hourly rate generally $150 per hour.
Minimum fee: Generally requires an annual minimum fee of $350 for accounts custodied at Argent Trust Company (ATC). The firm may waive or reduce minimum fees at its discretion. Fee-only: Financial planning and consulting fees generally $150 per hour or between $1,000 and $5,000 fixed fees, negotiable.
Main office
See office500 E Reynolds
Ruston LA 71270
Advisors at this office
9
Offices (2)
Most active in
Alabama · Arkansas · California · Florida · Georgia · Louisiana · Mississippi · Nebraska · North Carolina · Pennsylvania · Tennessee · Texas
Also doing business as
Argent Advisors, Inc. · Argent Capital Management, Inc. · Argent Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Lucius M
Series 65
Ruston, LA
Argent Advisors, Inc.
Lucius Mc Gehee Jr. is a financial advisor with Argent Advisors, Inc., holding a Series 65 designation and over 10 years of industry experience. He has been with Argent Advisors since 2018 and has a long career with affiliated entities, including Argent Trust Company since 1990, where he serves as Executive Vice President. Mc Gehee is also involved in charitable grant-making as a trustee of the McGehee Foundation and a board member of the Argent Foundation, as well as in local economic development through his role on the Industrial Development Board of Lincoln Parish. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and municipal advisory services, employing a range of investment strategies including equities, fixed income, mutual funds, ETFs, and alternative products across various model portfolios.
Lucius M
Series 65
Ruston, LA
Argent Advisors, Inc.
Lucius Mc Gehee III is a financial advisor at Argent Advisors, Inc. in Ruston, LA. He holds a Series 65 designation and has been with the Argent organization since 2020, including roles at Argent Financial Group and Argent Trust Company. His career also includes experience at Kanakuk Kamps and Louisiana Tech University. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, and municipal advisory services, utilizing a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and alternative products, supported by both active and passive management.
Matthew M
CFP®
Ruston, LA
Argent Advisors, Inc.
Matthew Moore is a CFP® professional with five years of experience, currently serving at Argent Advisors, Inc. since 2021. His prior roles include work at Argent Financial Group and the Lincoln Parish School Board. Outside of his advisory work, he is president of the Ruston Chess Knights, a local chess club. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan consulting, and municipal advisory services, employing a range of investment strategies including active and passive allocation, derivatives, and direct indexing.
Michael J
Series 63, Series 65, Series 66
Ruston, LA
Argent Advisors, Inc.
Michael Jones is a financial advisor with Argent Advisors, Inc. He holds Series 63, 65, and 66 licenses and has 42 years of industry experience. His career includes over 20 years with Argent Advisors and Argent Trust. Outside of advising, he is a partner in an LLC involved in oil and gas production and exploration. Argent Advisors, Inc. manages approximately $1.7 billion for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, using a range of investment strategies that include equities, fixed income, derivatives, and alternative products.
Byron M
CFP®, Series 63
Ruston, LA
Argent Advisors, Inc.
Byron Moore is a CFP® with 21 years of industry experience, currently serving at Argent Advisors, Inc. He has worked with Argent Advisors and its affiliates since 2005, including roles at Argent Trust and Argent Insurance Services. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a range of investment strategies that combine active and passive approaches and include sub-advisory relationships and specialized products.
Michael A
CFP®, Series 63
Monroe, LA
Argent Advisors, Inc.
Michael Antley is a CFP® with 20 years of experience in the financial industry. He has been affiliated with Argent Advisors, Inc., Heritage Capital Management, and Argent Sector Capital Management since 2012, and also owns Integrity Capital Research, LLC, a research-based investment entity he has operated since 2006. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a variety of investment strategies that include equities, fixed income, derivatives, and alternative funds.
Trey C
CFP®, Series 63, Series 66
Monroe, LA
Argent Advisors, Inc.
Trey Curtis is a CFP® with 28 years of industry experience, currently serving at Argent Advisors, Inc. in Monroe, LA. He has been associated with Argent Trust Company, Argent Advisors, and LPL Financial since 2011, and has worked with the Citiván Organization since 2005. Curtis holds Series 63 and Series 66 registrations as well. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, employing a range of investment strategies including model portfolios, active and passive asset allocation, and the use of sub-advisors and alternative investment products.
Barry G
Series 63, Series 66
Ruston, LA
Argent Advisors, Inc.
Barry Guinn is a financial advisor at Argent Advisors, Inc. with 26 years of industry experience. He has worked at LPL Financial since 2011 and has been with Argent Advisors, Inc. since 2005. Guinn holds Series 63 and Series 66 licenses. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory, utilizing a range of investment strategies including model portfolios, sub-advisors, and alternative products.
Taylor H
Series 65
Ruston, LA
Argent Advisors, Inc.
Taylor Hanes is a financial advisor at Argent Advisors, Inc. in Ruston, LA, holding a Series 65 designation with eight years of industry experience. He has worked at Argent Advisors, LLC since 2018, following prior roles at Heritage Institutional Services, LLC and Argent Financial Group, Inc. He is part of a team of 12 advisors at Argent Advisors, Inc. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a mix of active and passive strategies across multiple investment models and employing sub-advisors, including affiliated entities, to support its integrated service offerings.
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 a Series 66 designation and has been with Argent Advisors since 2016. Prior to that, he worked with LPL Financial and Argent Financial Group. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, employing a range of strategies including active and passive asset allocation, derivatives, and alternative investments.
Dean M
CFA®, Series 63
Monroe, LA
Argent Advisors, Inc.
Dean Mailhes is a CFA® charterholder with 20 years of industry experience. He has been with Argent Advisors, Inc. since 2005 and is located in Monroe, Louisiana. Outside of his advisory work, he is involved in several business activities including real estate ventures and serves as president of Heritage Capital Management. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and municipal advisory services, employing a range of investment strategies including active and passive allocations, options, and specialized funds.
Justin M
CFP®
Monroe, LA
Argent Advisors, Inc.
Justin Mailhes is a CFP® professional with 10 years of experience, currently serving at Argent Advisors, Inc. Prior to and alongside his role at Argent Advisors, he has worked with Heritage Capital Management and Argent Trust Company. Outside of advisory functions, he is an independent insurance agent. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, and municipal advisory services, employing a range of investment strategies that include active and passive allocations, use of sub-advisors, and specialized product offerings such as derivatives and private funds.
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 licenses and has 30 years of industry experience. Her career includes roles at Argent Financial since 2002 and LPL Financial LLC since 2011. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a range of active and passive investment strategies and affiliated sub-advisors.
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