DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM under $100M

ARGOS GLOBAL ADVISORS, LLC

CRD 287672

SANTA BARBARA, CA

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:22fe65c2-08bb-c82f-3a60-30f46b96b117

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Sep 21, 2018 to Mar 24, 2026
12 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: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $13.0MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $13.0M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $4.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
Private funds: 1Schedule D 7.B(1)
SEC number: 801-114171
CRD: 287672
Filings on the tape: 12
First filed: Sep 21, 2018
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, CA
Website: argosglobal.us.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ARGOS TOTAL RETURN FUND, LP	Hedge Fund	$12.0M	Feb 26, 2024	74	Nov 30, 2017	reported	021-281112
ARGOS ETHICAL RETURN FUND, LP	Hedge Fund	$6.4M	Mar 3, 2022	74	Mar 30, 2021	dropped	n/a

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
MINOR, DYLAN, BLU	MANAGING MEMBER	D	yes	01/2017	Sep 21, 2018	Feb 26, 2024
REINHARD, BRYAN, WILLIAM	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	B	yes	01/2017	Sep 21, 2018	Feb 26, 2024
SCHULTZ, ROBERT, ALLEN	MANAGING MEMBER	B	yes	01/2017	Sep 21, 2018	Feb 26, 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
OMEGA FINANCIAL GROUP, LLC	n/a	Independent wealth	$552M	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 24, 2026	$13.0M	$13.0M	3	3	1	n/a
2024	Feb 24, 2025	$13.0M	$13.0M	3	3	1	n/a
2023	Feb 26, 2024	$12.0M	$12.0M	3	3	1	$12.0M
2022	Mar 1, 2023	$10.5M	$10.5M	3	3	1	$10.5M
2021	Mar 3, 2022	$9.8M	$9.8M	4	4	2	$16.2M
2020	Mar 30, 2021	$10.6M	$10.6M	5	2	2	$19.4M
2019	Mar 25, 2020	$5.1M	$5.1M	4	4	1	$5.1M
2018	Mar 30, 2019	$8.0M	$8.0M	3	3	1	$4.0M

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
0	0	0	0.0%	0	0	0	0	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	$13.0M	$13.0M	0.0%	$10.5M	7.4%	3	3	0	0

Relationships

Affiliated with (2)

← OMEGA FINANCIAL GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ OMEGA FINANCIAL GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV

Advises (2)

→ ARGOS TOTAL RETURN FUND, LPPrivate fundHedge Fund, IA
Nov 30, 2017 to presentfactForm ADV
→ ARGOS ETHICAL RETURN FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2021 to Mar 3, 2022factForm ADV

Registered with (3)

← DYLAN BLU MINORAdvisorregistration: current employment
May 30, 2019 to presentfactForm ADV
← BRYAN WILLIAM REINHARDAdvisorregistration: current employment
May 30, 2019 to presentfactForm ADV
← ROBERT ALLEN SCHULTZAdvisorregistration: current employment
May 30, 2019 to presentfactForm ADV

Controls (3)

← MINOR, DYLAN, BLUOwnerMANAGING MEMBER, ownership code D, individual
Sep 21, 2018 to Feb 26, 2024factForm ADV
← REINHARD, BRYAN, WILLIAMOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Sep 21, 2018 to Feb 26, 2024factForm ADV
← SCHULTZ, ROBERT, ALLENOwnerMANAGING MEMBER, ownership code B, individual
Sep 21, 2018 to Feb 26, 2024factForm ADV

Dated events

Occurred
Mar 1, 2023
Control person left
James Mortimer Jonathan Bailey (Managing Member) no longer on Schedule A of Argos Global Advisors, Llc (listed 2022-03-03, absent 2023-03-01)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2020
Control person joined
James Mortimer Jonathan Bailey (Managing Member) appeared on Schedule A of Argos Global Advisors, Llc
Form ADVobserved 4 days ago
Occurred
Sep 21, 2018
First Form ADV filing
Argos Global Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22fe65c2-08bb-c82f-3a60-30f46b96b117
First observed: Sep 21, 2018
Last observed: Mar 24, 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.

ARGOS GLOBAL ADVISORS, LLC

CRD 287672

SANTA BARBARA, CA

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:22fe65c2-08bb-c82f-3a60-30f46b96b117

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:00 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ARGOS TOTAL RETURN FUND, LP

Hedge Fund

$12.0M

Feb 26, 2024

Nov 30, 2017

reported

021-281112

ARGOS ETHICAL RETURN FUND, LP

Hedge Fund

$6.4M

Mar 3, 2022

Mar 30, 2021

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MINOR, DYLAN, BLU

MANAGING MEMBER

yes

01/2017

Sep 21, 2018

Feb 26, 2024

REINHARD, BRYAN, WILLIAM

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

01/2017

Sep 21, 2018

Feb 26, 2024

SCHULTZ, ROBERT, ALLEN

MANAGING MEMBER

yes

01/2017

Sep 21, 2018

Feb 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OMEGA FINANCIAL GROUP, LLC

n/a

Independent wealth

$552M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$13.0M

n/a

2024

Feb 24, 2025

$13.0M

n/a

2023

Feb 26, 2024

$12.0M

2022

Mar 1, 2023

$10.5M

2021

Mar 3, 2022

$9.8M

$16.2M

2020

Mar 30, 2021

$10.6M

$19.4M

2019

Mar 25, 2020

$5.1M

2018

Mar 30, 2019

$8.0M

$4.0M

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

$13.0M

0.0%

$10.5M

7.4%