AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Louisiana / New Orleans / Argent Retirement Plan Advisors, LLC

Argent Retirement Plan Advisors, LLC

New Orleans, LASEC-registered investment adviserCRD 165031

Filed as ARGENT RETIREMENT PLAN ADVISORS, LLC

Argent Retirement Plan Advisors, LLC is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2013, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

13 years
registered since 2013
$683,140,774
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Argent Retirement Plan Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Argent Retirement Plan Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Argent Retirement Plan Advisors, LLC located?

Argent Retirement Plan Advisors, LLC's principal office is in New Orleans, LA, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

Is Argent Retirement Plan Advisors, LLC registered with the SEC or a state?

Argent Retirement Plan Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165031.

How much does Argent Retirement Plan Advisors, LLC manage?

Argent Retirement Plan Advisors, LLC reports $683,140,774 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (0% discretionary).

How have Argent Retirement Plan Advisors, LLC's assets and staff changed since 2021?

In the Form ADV data for Argent Retirement Plan Advisors, LLC: Regulatory assets under management: $290,524,973 in the October 2021 data and $683,140,774 in the October 2026 data, up 135%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Argent Retirement Plan Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (53).

Does Argent Retirement Plan Advisors, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165031

What changed in Argent Retirement Plan Advisors, LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 3 to 5.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 23, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$683,140,774

$683,140,774 as of October 2026, filing dated March 23, 2026.

Discretionary: $0.Non-discretionary: $683,140,774.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 53 Assets $683,140,774 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2013 (13 years)
Employees
Total: 7. Performing investment advisory functions: 5.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
4 other offices, as of the April 2026 filing
Oklahoma City, OKSan Antonio, TXShreveport, LATulsa, OK
States registered or notice-filed
3 states or jurisdictions
LAOKTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$291M 2021 $656M 2022 $394M 2023 $948M 2024 $652M 2025 $683M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$683,140,7747March 23, 2026
October 2025$651,910,1275March 20, 2025
October 2024$947,688,6925March 22, 2024
October 2023$393,789,6775February 16, 2023
October 2022$656,159,2036March 10, 2022
October 2021$290,524,9737June 23, 2021

Regulatory assets under management: $290,524,973 in the October 2021 data and $683,140,774 in the October 2026 data, up 135%.

Total employees: 7 in October 2021 and 7 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 3 to 5.
  2. November 2025
    • Added an office in Tulsa, OK.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
argent401k.comargentfinancial.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Argent Retirement Plan Advisors, LLC (CRD 165031): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/argent-retirement-plan-advisors-llc-new-orleans-la-165031