{
  "crd_number": 144481,
  "slug": "argos-wealth-advisors-llc-sacramento-ca-144481",
  "primary_business_name": "ARGOS WEALTH ADVISORS LLC",
  "legal_name": "ARGOS WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Sacramento",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "40900",
  "metro": {
    "cbsa_code": "40900",
    "common_name": "Sacramento",
    "msa_name": "Sacramento-Roseville-Folsom, CA",
    "path": "/advisors/ca/sacramento"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-07-12",
  "years_registered": 19,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 1038974470.0,
  "raum_discretionary": 997438315.0,
  "raum_non_discretionary": 41536155.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 11,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 14958469.0,
      "count": 9
    },
    "individuals": {
      "raum": 223237202.0,
      "count": 189
    },
    "pension_profit_sharing": {
      "raum": 2411293.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 766269699.0,
      "count": 45
    },
    "pooled_investment_vehicles": {
      "raum": 32097807.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "NJ",
    "NV",
    "NY",
    "PA",
    "TX",
    "UT"
  ],
  "websites": [
    "https://argoswealth.com",
    "https://linkedin.com/company/argos-wealth-advisors-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/144481",
  "city_as_filed": "SACRAMENTO",
  "url": "https://advisorcensus.com/firm/argos-wealth-advisors-llc-sacramento-ca-144481",
  "display_name": "Argos Wealth Advisors LLC",
  "summary": "Argos Wealth Advisors LLC is an SEC-registered investment advisory firm in Sacramento, CA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.",
  "citation": "AdvisorCensus. Argos Wealth Advisors LLC (CRD 144481): 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": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Argos Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Argos Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Argos Wealth Advisors LLC located?",
      "a": "Argos Wealth Advisors LLC's principal office is in Sacramento, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Argos Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Argos Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 144481."
    },
    {
      "q": "How much does Argos Wealth Advisors LLC manage?",
      "a": "Argos Wealth Advisors LLC reports $1,038,974,470 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (96% discretionary)."
    },
    {
      "q": "How have Argos Wealth Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Argos Wealth Advisors LLC: Regulatory assets under management: $774,788,163 in the October 2021 data and $1,038,974,470 in the October 2026 data, up 34%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Argos Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (189); high net worth individuals (45); charitable organizations (9)."
    },
    {
      "q": "Which custodians does Argos Wealth Advisors LLC use?",
      "a": "Argos Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Columbia Private Trust and Inspira Financial Trust Company as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Argos Wealth 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/144481"
    },
    {
      "q": "Does Argos Wealth Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 10, 2026 says: \"Argos Wealth Advisors’ minimum account size is $5,000,000 which amount may be waived by the Firm.\""
    },
    {
      "q": "What changed in Argos Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 774788163.0,
      "total_employees": 8,
      "filing_date": "2021-06-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 838667881.0,
      "total_employees": 8,
      "filing_date": "2022-05-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 782309186.0,
      "total_employees": 9,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 829849450.0,
      "total_employees": 9,
      "filing_date": "2024-04-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 897177631.0,
      "total_employees": 11,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1038974470.0,
      "total_employees": 11,
      "filing_date": "2026-09-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $897,177,631 to $1,038,974,470 (+16%).",
        "Registered or notice-filed in NV.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 10, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$40,000",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Argos Wealth Advisors’ minimum account size is $5,000,000 which amount may be waived by the Firm."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $40,000"
        ],
        "quotes": [
          "* Minimum fee is $40,000 per annum"
        ]
      }
    ],
    "quotes": [
      "Argos Wealth Advisors’ minimum account size is $5,000,000 which amount may be waived by the Firm.",
      "* Minimum fee is $40,000 per annum"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Columbia Private Trust",
      "name_as_filed": "COLUMBIA PRIVATE TRUST",
      "affiliated": false
    },
    {
      "name": "Inspira Financial Trust Company",
      "name_as_filed": "INSPIRA FINANCIAL TRUST COMPANY",
      "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/argos-wealth-advisors-llc-sacramento-ca-144481.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 189,
      "fewer_than_5": false,
      "raum": 223237202.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 766269699.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 32097807.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2411293.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 14958469.0
    }
  ],
  "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/144481",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}