Chapel Hill, NC Office

Argonautica Private Wealth Management is a registered investment adviser that serves individuals (including high-net-worth clients), retirement plans, non-profit organizations, foundations, and businesses, managing roughly $533 million for about 109 client relationships through a five-advisor team. The firm provides investment and portfolio management, financial planning and consulting, selection and monitoring of independent managers, and retirement-plan advisory services, and it offers portfolio management through a wrap-fee program and third-party managed programs.

Argonautica builds customized, risk‑adjusted and tax-conscious asset allocations using a mix of active and passive strategies across equities, fixed income, ETFs, mutual funds and, where appropriate, alternative investments or digital assets, and it manages both discretionary ($477.8M) and non‑discretionary ($55.1M) assets. The firm conducts manager due diligence, ongoing performance and risk monitoring, and periodic client reviews to align portfolios with clients’ stated objectives and changing circumstances.

Noteworthy distinctions include that certain supervised persons are licensed insurance agents who may receive commissions for fixed insurance sales, a relationship the firm discloses and says it manages as a potential conflict of interest. Argonautica also acts as a wrap‑fee program sponsor, uses broker/custodial platforms such as TradePMR and Schwab (including participation in TradePMR’s asset‑match offer and Wells Fargo’s Private Advisor Network), and recently added trust administration accommodations where employees may serve as individual trustees while the firm itself does not act as trustee.