Dallas, TX Office

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.