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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ARGENT WEALTH, LLC

CRD 311685

RIDGELAND, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14657fa5-b69d-e444-e29e-959e2ec261c0

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 5
On other graphs: 0
Observed: Dec 14, 2020 to Mar 30, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $487MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $487M
Private client RAUM: $457MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $81.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 844
Individual clients: 311
High net worth clients: 139
Custody, client assets: $96.5M
SEC number: 801-120152
CRD: 311685
Filings on the tape: 22
First filed: Dec 14, 2020
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, MS
Website: myargentwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW REID DAVIS	n/a	RIDGELAND, MS	5	18	n/a	no
MARTIN E PALOMO	n/a	RIDGELAND, MS	4	20	7	no
Erik John Olson	n/a	RIDGELAND, MS	3	15	n/a	no
CRISTOPHER MCKAY DOCKERY	n/a	RIDGELAND, MS	2	15	1	no
Wilson Keith Nichols	n/a	RIDGELAND, MS	2	13	1	no
JOHN THURMAN EVERETT	n/a	RIDGELAND, MS	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARGENT FINANCIAL GROUP, INC.	HOLDING COMPANY	E	yes	03/2022	Apr 22, 2022	Jun 10, 2024
BROCK, CAROL, HASSON	CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER	Na	yes	12/2020	Dec 14, 2020	Jun 10, 2024
PALOMO, MARTIN, E	CHIEF EXECUTIVE OFFICER	Na	yes	01/2021	Jan 21, 2021	Jun 10, 2024
DAVIS, MATTHEW, REID	CHIEF INVESTMENT OFFICER	Na	no	01/2021	Mar 15, 2023	Jun 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ARGENT ADVISORS, INC.	n/a	Independent wealth	$1.7B	N	yes	n/a
ARGENT RETIREMENT PLAN ADVISORS, LLC	n/a	Institutional manager	$683M	N	yes	n/a
AMERITRUST INVESTMENT ADVISORS INC	n/a	Former SEC adviser	$64.3M	N	yes	n/a
WYNDEN CAPITAL MANAGEMENT, LLC	n/a	Former SEC adviser	$27.0M	N	yes	n/a
ARGENT INSURANCE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
ARGENT TRUST COMPANY, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$487M	$487M	11	6	n/a	n/a
2024	Mar 20, 2025	$439M	$439M	10	5	n/a	n/a
2023	Mar 19, 2024	$403M	$403M	9	4	n/a	n/a
2022	Mar 15, 2023	$381M	$379M	9	3	n/a	n/a
2021	Mar 15, 2022	$405M	$405M	9	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$487M	$439M	10.9%	$381M	8.6%	11	10	0	0

Relationships

Affiliated with (8)

← ARGENT ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
← HIGHLAND CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ AMERITRUST INVESTMENT ADVISORS INCRegistered adviserother investment adviser, common control
factForm ADV
→ ARGENT ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ WYNDEN CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ARGENT RETIREMENT PLAN ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← ORLEANS CAPITAL MANAGEMENT CORPRegistered adviserother investment adviser, common control
factForm ADV
← ARGENT RETIREMENT PLAN ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (6)

← JOHN THURMAN EVERETTAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← Wilson Keith NicholsAdvisorregistration: current employment
Mar 12, 2024 to presentfactForm ADV
← CRISTOPHER MCKAY DOCKERYAdvisorregistration: current employment
Jan 30, 2024 to presentfactForm ADV
← Erik John OlsonAdvisorregistration: current employment
Jun 30, 2023 to presentfactForm ADV
← MARTIN E PALOMOAdvisorregistration: current employment
Apr 13, 2022 to presentfactForm ADV
← MATTHEW REID DAVISAdvisorregistration: current employment
Mar 5, 2021 to presentfactForm ADV

Controls (3)

← PALOMO, MARTIN, EOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jan 21, 2021 to Jun 10, 2024factForm ADV
← BROCK, CAROL, HASSONOwnerCHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER, ownership code NA, individual
Dec 14, 2020 to Jun 10, 2024factForm ADV
← ARGENT FINANCIAL GROUP, INC.OwnerHOLDING COMPANY, ownership code E, domestic entity
Apr 22, 2022 to Jun 10, 2024factForm ADV

Owns (1)

← DAVIS, MATTHEW, REIDOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 15, 2023 to Jun 10, 2024factForm ADV

Dated events

Occurred
Apr 25, 2022
Succession filed (Item 4)
Pinnacle Wealth, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Apr 22, 2022
Control person left
Louis Stacey Wall (Owner) no longer on Schedule A of Argent Wealth, Llc (listed 2022-04-22, absent 2022-04-22)
Form ADVobserved 4 days ago
Occurred
Apr 22, 2022
Control person left
Walton Thomas Dallas (Owner) no longer on Schedule A of Argent Wealth, Llc (listed 2022-04-22, absent 2022-04-22)
Form ADVobserved 4 days ago
Occurred
Mar 15, 2022
Regulatory AUM changed
Argent Wealth, Llc reported RAUM $405.1M, up 202% from $134.3M (2022-03-03 to 2022-03-15)
Form ADVobserved 4 days ago
$271M
Occurred
Dec 14, 2020
First Form ADV filing
Pinnacle Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:14657fa5-b69d-e444-e29e-959e2ec261c0
First observed: Dec 14, 2020
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ARGENT WEALTH, LLC

CRD 311685

RIDGELAND, MS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:14657fa5-b69d-e444-e29e-959e2ec261c0

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW REID DAVIS

n/a

RIDGELAND, MS

n/a

MARTIN E PALOMO

n/a

RIDGELAND, MS

Erik John Olson

n/a

RIDGELAND, MS

n/a

CRISTOPHER MCKAY DOCKERY

n/a

RIDGELAND, MS

Wilson Keith Nichols

n/a

RIDGELAND, MS

JOHN THURMAN EVERETT

n/a

RIDGELAND, MS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARGENT FINANCIAL GROUP, INC.

HOLDING COMPANY

yes

03/2022

Apr 22, 2022

Jun 10, 2024

BROCK, CAROL, HASSON

CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER

yes

12/2020

Dec 14, 2020

Jun 10, 2024

PALOMO, MARTIN, E

CHIEF EXECUTIVE OFFICER

yes

01/2021

Jan 21, 2021

Jun 10, 2024

DAVIS, MATTHEW, REID

CHIEF INVESTMENT OFFICER

01/2021

Mar 15, 2023

Jun 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ARGENT ADVISORS, INC.

n/a

Independent wealth

$1.7B

yes

n/a

ARGENT RETIREMENT PLAN ADVISORS, LLC

n/a

Institutional manager

$683M

yes

n/a

AMERITRUST INVESTMENT ADVISORS INC

n/a

Former SEC adviser

$64.3M

yes

n/a

WYNDEN CAPITAL MANAGEMENT, LLC

n/a

Former SEC adviser

$27.0M

yes

n/a

ARGENT INSURANCE SERVICES, LLC

n/a

yes

n/a

ARGENT TRUST COMPANY, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$487M

n/a

2024

Mar 20, 2025

$439M

n/a

2023

Mar 19, 2024

$403M

n/a

2022

Mar 15, 2023

$381M

$379M

n/a

2021

Mar 15, 2022

$405M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$487M

$439M

10.9%

$381M

8.6%