{ "crd_number": 165031, "slug": "argent-retirement-plan-advisors-llc-new-orleans-la-165031", "primary_business_name": "ARGENT RETIREMENT PLAN ADVISORS, LLC", "legal_name": "ARGENT RETIREMENT PLAN ADVISORS, LLC", "dbas": [], "city": "New Orleans", "state": "LA", "country": "United States", "cbsa_code": "35380", "metro": { "cbsa_code": "35380", "common_name": "New Orleans", "msa_name": "New Orleans-Metairie, LA", "path": "/advisors/la/new-orleans" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-09-20", "years_registered": 13, "period": "2026-10-01", "filing_date": "2026-03-23", "carried_forward": false, "raum_total": 683140774.0, "raum_discretionary": 0.0, "raum_non_discretionary": 683140774.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 7, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "pension_profit_sharing": { "raum": 683140774.0, "count": 53 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "pension_consulting", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "LA", "OK", "TX" ], "websites": [ "https://argent401k.com", "https://argentfinancial.com", "https://linkedin.com/in/chrisshankle", "https://linkedin.com/in/todd-barker-apa-shrm-cp-a8b88956", "https://linkedin.com/in/whitneypebsworth" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165031", "city_as_filed": "NEW ORLEANS", "url": "https://advisorcensus.com/firm/argent-retirement-plan-advisors-llc-new-orleans-la-165031", "display_name": "Argent Retirement Plan Advisors, LLC", "summary": "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.", "citation": "AdvisorCensus. Argent Retirement Plan Advisors, LLC (CRD 165031): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Portfolio management for individuals and/or small businesses", "Pension consulting services" ], "quick_answers": [ { "q": "How is Argent Retirement Plan Advisors, LLC compensated?", "a": "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)." }, { "q": "Where is Argent Retirement Plan Advisors, LLC located?", "a": "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)." }, { "q": "Is Argent Retirement Plan Advisors, LLC registered with the SEC or a state?", "a": "Argent Retirement Plan Advisors, LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165031." }, { "q": "How much does Argent Retirement Plan Advisors, LLC manage?", "a": "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)." }, { "q": "How have Argent Retirement Plan Advisors, LLC's assets and staff changed since 2021?", "a": "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." }, { "q": "What types of clients does Argent Retirement Plan Advisors, LLC serve?", "a": "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)." }, { "q": "Does Argent Retirement Plan Advisors, LLC report any disciplinary disclosures?", "a": "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" }, { "q": "What changed in Argent Retirement Plan Advisors, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 5." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 290524973.0, "total_employees": 7, "filing_date": "2021-06-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 656159203.0, "total_employees": 6, "filing_date": "2022-03-10" }, { "period": "2023-10-01", "regulatory_assets_under_management": 393789677.0, "total_employees": 5, "filing_date": "2023-02-16" }, { "period": "2024-10-01", "regulatory_assets_under_management": 947688692.0, "total_employees": 5, "filing_date": "2024-03-22" }, { "period": "2025-10-01", "regulatory_assets_under_management": 651910127.0, "total_employees": 5, "filing_date": "2025-03-20" }, { "period": "2026-10-01", "regulatory_assets_under_management": 683140774.0, "total_employees": 7, "filing_date": "2026-03-23" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 3 to 5." ] }, { "period": "2025-11-01", "period_label": "November 2025", "notes": [ "Added an office in Tulsa, OK." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/argent-retirement-plan-advisors-llc-new-orleans-la-165031.md", "clients": [ { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 53, "fewer_than_5": false, "raum": 683140774.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165031", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }