SourcingSourcing

ARGONNE CAPITAL GROUP, LLC

C22
CRD 291254·SEC 801-112705·ATLANTA, GA
AUM
$1.68B
$1B+
Est. Revenue
$16.8M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$40.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARGONNE CAPITAL GROUP, LLC
CRD
291254
SEC file #
801-112705
EIN
—
DBA names
—

Economics

AUM
$1.68B
AUM band
$1B+
AUM trajectory
'20'26
$611.8M → $1.68B▲ +175%
Client mix
Pooled Investment Vehicles19

Operations

Employees (total)
82
Advisory staff (per ADV)
30
Advisory staff (5-yr trend)
'20'26
6 advisors → 30 advisors▲ +400%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/argonne-capital-group(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARGONNE CAPITAL HOLDINGS INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ARGONNE CAPITAL HOLDINGS INC.
ANDERSON, RICHARD, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
ANDERSON, RICHARD, PATRICK
Executive Officer · 2.5%
6995715
GRIEB, JOHN, TIMOTHY
Executive Officer · 2.5%
8243759
JAEGER, KARL, FREDRICK
Executive Officer · 2.5%
6883202
KLUMP, MICHAEL, ANTHONY
Executive Officer · 2.5%
1859109
WEIMAR, WILLIAM, SEWARD
Executive Officer · 2.5%
5379016