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 serves a mix of individual and high‑net‑worth clients, as well as trusts, estates, corporations, retirement plans, charitable organizations and pooled investment vehicles, providing discretionary portfolio management, family office services and access to separately managed accounts and alternative investments. The firm also advises and manages private placements and offers platform access to alternative private opportunities through partners such as GLASFunds. Argentarii typically implements client strategies using model portfolios, third‑party SMA managers and custodial platforms (including Goldman Sachs, iCapital, SmartX and CAIS), and it conducts ongoing monitoring and suitability reviews for those arrangements. For private investments the firm operates a private capital arm, Argentarii Private Capital, and may co‑sponsor vehicles with third parties such as Trust Ventures; private placements are limited to qualified investors and governed by the offering documents. Distinctive features include Argentarii’s direct involvement in pooled and private investment vehicles — serving as advisor, manager or co‑general partner and charging performance‑based fees on certain funds — together with affiliations such as ARG Private Wealth, Argentarii Legacy Planning Services and the employee incentive vehicle Argentarii VIP. Those affiliations and employee incentive arrangements (Incentive Units tied to private investments) create conflicts the firm discloses and says it addresses through its compliance, allocation and valuation policies, while also offering family office retainers and SMA access that are less common among similarly sized peers.
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.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 10
| |
Cincinnati, OH
| 12
| |
Cincinnati, OH
| 12
| |
Cincinnati, OH
| 7
| |
Cincinnati, OH
| 4
|
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