ARGOS GLOBAL ADVISORS, LLC

C42
CRD 287672·SEC 801-114171·SANTA BARBARA, CA
AUM
$13.0M
<$25M
Est. Revenue
$130K
@ 1% on AUM
Est. EBITDA
$39K
@ 30% margin
Est. Deal Value
$312K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARGOS GLOBAL ADVISORS, LLC
CRD
287672
SEC file #
801-114171
EIN
844553406
DBA names

Economics

AUM
$13.0M
AUM band
<$25M
AUM trajectory
'20'26
$8.0M → $13.0M▲ +63%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
SANTA BARBARA CA
Branches

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MINOR, DYLAN, BLU
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MINOR, DYLAN, BLU
REINHARD, BRYAN, 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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001807859
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2020-04-07
Edgar Last Filing Date
2021-05-07
Edgar Form D Count
3
Edgar Form D Offerings
2021-05-072021-05-07 · 0001807859-21-000001
2020-05-142020-05-14 · 0001812072-20-000001

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Bny Mellon2
Edgar Addresses
Mailing
812 ANACAPA STREETSANTA BARBARA, CA 93101
Business
812 ANACAPA STREETSANTA BARBARA, CA 93101
Edgar EIN
844553406
Edgar Recent Filings
D/A2021-05-07 · 0001807859-21-000001
D/A2020-05-14 · 0001812072-20-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2245009
Trust Company Affiliate
No