A complete list of active advisors currently associated with Argentarii, LLC

Warmer can help you find a great advisor at Argentarii, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Argentarii, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.