{
  "crd_number": 332112,
  "slug": "argentarii-llc-cincinnati-oh-332112",
  "primary_business_name": "ARGENTARII, LLC",
  "legal_name": "ARGENTARII, LLC",
  "dbas": [
    "ARGENTARII LEGACY PLANNING SERVICES",
    "ARGENTARII PRIVATE CAPITAL"
  ],
  "city": "Cincinnati",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-16",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-20",
  "carried_forward": false,
  "raum_total": 431869342.0,
  "raum_discretionary": 431869342.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 10,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 3590038.0,
      "count": 30
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 407368879.0,
      "count": 90
    },
    "pooled_investment_vehicles": {
      "raum": 20910425.0,
      "count": 5
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "KY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://argentarii.com",
    "https://linkedin.com/company/argentarii"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332112",
  "city_as_filed": "CINCINNATI",
  "url": "https://advisorcensus.com/firm/argentarii-llc-cincinnati-oh-332112",
  "display_name": "Argentarii, LLC",
  "summary": "Argentarii, LLC is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 20, 2026.",
  "citation": "AdvisorCensus. Argentarii, LLC (CRD 332112): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Argentarii, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Argentarii, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Argentarii, LLC located?",
      "a": "Argentarii, LLC's principal office is in Cincinnati, OH, according to its Form ADV."
    },
    {
      "q": "Is Argentarii, LLC registered with the SEC or a state?",
      "a": "Argentarii, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332112."
    },
    {
      "q": "How much does Argentarii, LLC manage?",
      "a": "Argentarii, LLC reports $431,869,342 in regulatory assets under management in its Form ADV filing dated September 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Argentarii, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Argentarii, LLC: Regulatory assets under management: $0 in the October 2024 data and $431,869,342 in the October 2026 data. Total employees: 2 in October 2024 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Argentarii, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (90); individuals (other than high net worth individuals) (30); pooled investment vehicles (other than investment companies and business development companies) (5)."
    },
    {
      "q": "Which custodians does Argentarii, LLC use?",
      "a": "Argentarii, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Argentarii, 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/332112"
    },
    {
      "q": "Does Argentarii, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 20, 2026 says: \"The firm does not require a minimum account size to open or maintain an advisory relationship.\""
    },
    {
      "q": "What changed in Argentarii, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Added the business name Argentarii Legacy Planning Services. Added the business name Argentarii Private Capital. Regulatory assets under management went from $293,787,123 to $431,869,342 (+47%). Registered or notice-filed in CA. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 293787123.0,
      "total_employees": 11,
      "filing_date": "2025-06-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 431869342.0,
      "total_employees": 10,
      "filing_date": "2026-09-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Argentarii Legacy Planning Services.",
        "Added the business name Argentarii Private Capital.",
        "Regulatory assets under management went from $293,787,123 to $431,869,342 (+47%).",
        "Registered or notice-filed in CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 20, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The firm does not require a minimum account size to open or maintain an advisory relationship."
        ]
      }
    ],
    "quotes": [
      "The firm does not require a minimum account size to open or maintain an advisory relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/argentarii-llc-cincinnati-oh-332112.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 3590038.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 407368879.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 20910425.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/332112",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}