AdvisorCensus / Financial advisors / District of Columbia / Washington / Argo Wealth Advisory, LLC
Argo Wealth Advisory, LLC is an SEC-registered investment advisory firm in McLean, VA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated December 8, 2025.
Quick answers
From the filingHow is Argo Wealth Advisory, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Argo Wealth Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Argo Wealth Advisory, LLC charge?
Its Form ADV Part 2A brochure dated December 8, 2025 states: Flat fee: $500 to $50,000 (standalone financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Argo Wealth Advisory, LLC located?
Argo Wealth Advisory, LLC's principal office is in McLean, VA, according to its Form ADV.
Is Argo Wealth Advisory, LLC registered with the SEC or a state?
Argo Wealth Advisory, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334041.
How much does Argo Wealth Advisory, LLC manage?
Argo Wealth Advisory, LLC reports $256,168,541 in regulatory assets under management in its Form ADV filing dated December 8, 2025 (88% discretionary).
How have Argo Wealth Advisory, LLC's assets and staff changed since 2025?
In the Form ADV data for Argo Wealth Advisory, LLC: Regulatory assets under management: $211,000,000 in the October 2025 data and $256,168,541 in the October 2026 data, up 21%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Argo Wealth Advisory, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (20); pension and profit sharing plans (but not the plan participants or government pension plans) (9).
Which custodians does Argo Wealth Advisory, LLC use?
Argo Wealth Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Argo Wealth Advisory, 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/334041
Does Argo Wealth Advisory, LLC state an account minimum?
Its Form ADV Part 2A brochure dated December 8, 2025 says: "Argo Wealth generally does not impose a minimum relationship size."
What changed in Argo Wealth Advisory, LLC's recent Form ADV filings?
In the January 2026 filing data: Regulatory assets under management went from $211,000,000 to $256,168,541 (+21%).
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
- 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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Argo Wealth generally does not impose a minimum relationship size.
Flat fee: $500 to $50,000 (standalone financial planning)
The brochure's wording
The Advisor also offers standalone financial planning for a fixed engagement fee ranging from $500 to $50,000 per engagement.
As stated in the firm's Form ADV Part 2A brochure dated December 8, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$256,168,541 as of October 2026, filing dated December 8, 2025.
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.DA 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $256,168,541 | 2 | December 8, 2025 |
| October 2025 | $211,000,000 | 2 | June 12, 2025 |
Regulatory assets under management: $211,000,000 in the October 2025 data and $256,168,541 in the October 2026 data, up 21%.
Total employees: 2 in October 2025 and 2 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- January 2026
- Regulatory assets under management went from $211,000,000 to $256,168,541 (+21%).
- December 2025
- Registered or notice-filed in TX.
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.ISource: 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. Argo Wealth Advisory, LLC (CRD 334041): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/argo-wealth-advisory-llc-mclean-va-334041