Argo Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$225,767,097
Clients
90
Advisors
2
of 2 employees
About
Argo Wealth Advisory provides wealth management, investment management, financial planning, and 3(21) retirement plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management as well as standalone planning and consulting engagements.
Portfolios are typically constructed from model portfolios made up of mutual funds, ETFs, individual stocks, bonds, and options, and the firm describes a fundamental‑analysis approach with a generally long‑term orientation while permitting shorter‑term trading for rebalancing or client needs. Argo Wealth conducts ongoing oversight and periodic reviews, and may implement portions of client assets through unaffiliated Independent Managers to align strategy with client objectives.
With about $256 million in assets under management on a two‑advisor platform and an institutional custodian relationship, the firm operates a compact advisory model that supports both individual and retirement plan clients. Notably, Argo Wealth is one of the smaller set of supported firms that uses borrowing within separately managed account structures, and it combines model portfolios, options exposure, and Independent Manager overlays in ways that are less common among peer firms.
Client services
Expertise
Fee options
Financial planning standalone fee from $500 to $50,000 per engagement.
$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,499,999: 0.85% $2,500,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.50%
Fee-only: Standalone financial planning fees range from $500 to $50,000 per engagement, fixed fee.
Main office
1765 Greensboro Station Place, Suite 900
McLean VA 22102
Advisors at this office
2
Most active in
California · Delaware · Florida · Louisiana · Maryland · Nevada · New Hampshire · North Carolina · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate 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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kelly C
Series 66
McLean, VA
Argo Wealth Advisory, LLC
Kelly Cappello is a financial advisor at Argo Wealth Advisory, LLC with 31 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates for 20 years before joining Argo Wealth Advisory in 2025. Argo Wealth Advisory provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental-analysis approach with a generally long-term orientation, using model portfolios comprised of mutual funds, ETFs, individual stocks, bonds, and options, while also incorporating Independent Manager overlays and borrowing within separately managed account structures.
Jason H
CFP®, ChFC®, Series 66
McLean, VA
Argo Wealth Advisory, LLC
Jason Hemeon is a financial advisor at Argo Wealth Advisory, LLC with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Argo Wealth Advisory in 2025, he worked at Raymond James & Associates Inc. for seven years and held several roles at Wells Fargo and BB&T Investment Services earlier in his career. Argo Wealth Advisory provides wealth management, investment management, financial planning, and 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a fundamental-analysis approach with a long-term orientation and integrates model portfolios, options, and Independent Manager overlays in a compact advisory model.
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