# 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.

- CRD: 165031
- Filed as: ARGENT RETIREMENT PLAN ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165031
- AdvisorCensus page: https://advisorcensus.com/firm/argent-retirement-plan-advisors-llc-new-orleans-la-165031

## Quick answers

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $683,140,774
- Discretionary: $0
- Non-discretionary: $683,140,774

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 53 | $683,140,774 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Oklahoma City, OK
- San Antonio, TX
- Shreveport, LA
- Tulsa, OK

### Websites listed on Form ADV (Item 1.I)
- argent401k.com
- argentfinancial.com
- LinkedIn @chrisshankle
- LinkedIn @todd-barker-apa-shrm-cp-a8b88956
- LinkedIn @whitneypebsworth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $290,524,973 | 7 | June 23, 2021 |
| October 2022 | $656,159,203 | 6 | March 10, 2022 |
| October 2023 | $393,789,677 | 5 | February 16, 2023 |
| October 2024 | $947,688,692 | 5 | March 22, 2024 |
| October 2025 | $651,910,127 | 5 | March 20, 2025 |
| October 2026 | $683,140,774 | 7 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 5.

### November 2025
- Added an office in Tulsa, OK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argent Retirement Plan Advisors, LLC (CRD 165031): Form ADV filing data as of October 2026.