Argo Wealth Advisory, LLC logo

Argo Wealth Advisory, LLC

Updated today
Find your advisor

Client assets under management

$225,767,097

More info

Clients

90

78% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

45

Typical

Average account size

$2,508,523

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Fixed

Financial planning standalone fee from $500 to $50,000 per engagement.

Percentage

$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%

Other

Fee-only: Standalone financial planning fees range from $500 to $50,000 per engagement, fixed fee.

Main office location

Argo Wealth Advisory, LLC

1765 Greensboro Station Place, Suite 900

Mclean VA 22102, United States

Number of offices

1

Most active in

More info

California · Delaware · Florida · Louisiana · Maryland · Nevada · New Hampshire · North Carolina · South Carolina · Texas · Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 703-914-3830

Advisors at this firm

Scroll left Scroll right
user avatar

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 a Series 66 designation and previously worked at Raymond James & Associates, Inc. for over two decades. Argo Wealth Advisory offers 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, utilizing model portfolios made up of mutual funds, ETFs, individual stocks, bonds, and options, and incorporates independent managers and options strategies within its advisory model.

Active portfolio management Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jason H

CFP®, ChFC®, Series 66

Mclean, VA

Argo Wealth Advisory, LLC

Jason Hemeon is a CFP® and ChFC® with 23 years of industry experience. He is currently with Argo Wealth Advisory, LLC, where he has worked since 2025. His prior experience includes roles at Raymond James & Associates and Wells Fargo Advisors. 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 uses a fundamental-analysis approach with a generally long-term orientation, employing model portfolios that include mutual funds, ETFs, individual stocks, bonds, and options, and combines discretionary portfolio management with standalone planning and consulting.

Active portfolio management Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")