SourcingSourcing

ARGENT CAPITAL MANAGEMENT LLC

C46
CRD 107930·SEC 801-55903·CLAYTON, MO
AUM
$3.99B
$1B+
Est. Revenue
$39.9M
@ 1% on AUM
Est. EBITDA
$12.0M
@ 30% margin
Est. Deal Value
$95.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARGENT CAPITAL MANAGEMENT LLC
CRD
107930
SEC file #
801-55903
EIN
262870914
DBA names
—

Economics

AUM
$3.99B
AUM band
$1B+
AUM trajectory
'20'26
$2.56B → $3.99B▲ +55%
Client mix
Individuals Other877
Individuals High Net Worth194
Charitable Organizations47
Pension Profit Sharing Plans15
Corporations14

Operations

Employees (total)
23
Advisory staff (per ADV)
23
Advisory staff (5-yr trend)
'20'26
22 advisors → 23 advisors▲ +5%
Primary office
CLAYTON MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
youtube.com/@argentcapitalmanagement

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FINERTY, STEVEN, LOGAN
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
FINERTY, STEVEN, LOGAN
FINERTY, LOGAN, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:argent.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
116,733
Form 5500 Compensation Trajectory 3y
2025116,733
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
116,733
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001520239
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2011-05-11
Edgar Last Filing Date
2011-05-11
Edgar Form D Count
1
Edgar Form D Offerings
2011-05-112011-05-11 · 0001520239-11-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
13
Bc Firm IAR Count
13
Custodian Candidates
Full
Charles Schwab6
E*trade4
Pershing1
Edgar Addresses
Mailing
100 SOUTH BRENTWOOD BLVD.SUITE 110ST. LOUIS, MO 63105
Business
100 SOUTH BRENTWOOD BLVD.SUITE 110ST. LOUIS, MO 63105
Edgar EIN
262870914
Edgar Recent Filings
D2011-05-11 · 0001520239-11-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1487259
Trust Company Affiliate
No

People (19)

19
FINERTY, STEVEN, LOGAN
IAR · Direct Owner · 37.5%
1487259
CRAWFORD, KENNETH, HANSON
IAR · Direct Owner · 17.5%
2159390
FINERTY, LOGAN, WILLIAM
IAR · Direct Owner · 17.5%
5690834
HARRISON, SCOTT, ANDREW
Direct Owner · 7.5%
2855440
MCDONALD, KIRK, FELIX
Direct Owner · 7.5%
5348903
HAMMER, SUZANNE, MARIO
Executive Officer · 2.5%
1111107
HERBSTREIT, JAYME, ELIZABETH
Executive Officer · 2.5%
7846784
THOMAS EDWARD O'MEARA
Executive Officer · 2.5%
1616715
WASHBURN, MICHELLE, ELAINE
Executive Officer · 2.5%
7846783
Trenton B Paluczak
IAR
7421235
ROGERS, ANDREW, DAVID
IAR
6329698
PROCTOR, CHRISTOPHER, DAVID
IAR
2985060
HRABE, JEFFREY, DEAN
IAR
5102441
EDWARD LINDON BROWN
IAR
2816182
Nafziger, Joseph, Kenneth
IAR
6955945
WATTS, JACOB, ANDREW
IAR
5154497
Krystal Proctor
IAR
7898472
DWYER, DAVID, PATRICK
IAR
5015116
Bryce Coy
IAR
7456379