# Argentarii, LLC

> 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.

- CRD: 332112
- Filed as: ARGENTARII, LLC
- Also doing business as: ARGENTARII LEGACY PLANNING SERVICES, ARGENTARII PRIVATE CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: September 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332112
- AdvisorCensus page: https://advisorcensus.com/firm/argentarii-llc-cincinnati-oh-332112

## Quick answers

**How is Argentarii, LLC compensated?**
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.

**Where is Argentarii, LLC located?**
Argentarii, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Argentarii, LLC registered with the SEC or a state?**
Argentarii, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332112.

**How much does Argentarii, LLC manage?**
Argentarii, LLC reports $431,869,342 in regulatory assets under management in its Form ADV filing dated September 20, 2026 (100% discretionary).

**How have Argentarii, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Argentarii, LLC serve?**
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).

**Which custodians does Argentarii, LLC use?**
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.

**Does Argentarii, 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/332112

**Does Argentarii, LLC state an account minimum?**
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."

**What changed in Argentarii, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> The firm does not require a minimum account size to open or maintain an advisory relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $431,869,342
- Discretionary: $431,869,342
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $3,590,038 |
| High net worth individuals | 90 | $407,368,879 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $20,910,425 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, KY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- argentarii.com
- LinkedIn @argentarii

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | September 26, 2024 |
| October 2025 | $293,787,123 | 11 | June 20, 2025 |
| October 2026 | $431,869,342 | 10 | September 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argentarii, LLC (CRD 332112): Form ADV filing data as of October 2026.