SourcingSourcing

ARGO WEALTH ADVISORY, LLC

C47
CRD 334041·SEC 801-132081·MCLEAN, VA
AUM
$256.2M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$769K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARGO WEALTH ADVISORY, LLC
CRD
334041
SEC file #
801-132081
EIN
333151291
DBA names
—

Economics

AUM
$256.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$211.0M → $256.2M▲ +21%
Client mix
Individuals High Net Worth70
Individuals Other20
Pension Profit Sharing Plans9

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MCLEAN VA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
12/08/2025
ADV-W filed at
—
Website
argowealthadvisory.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEMEON, JASON, RANDALL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HEMEON, JASON, RANDALL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
ARGOWEALTHADVISORY.COM
Rdap Domain Creation Date
2025-02-14T20:24:53Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002104895
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-26
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001951757-26-000663

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
1765 GREENSBORO STATION PLACESUITE 900MCLEAN, VA 22102
Business
1765 GREENSBORO STATION PLACESUITE 900MCLEAN, VA 22102
Edgar EIN
333151291
Edgar Recent Filings
13F-HR2026-04-21 · 0001951757-26-000663
13F-HR2026-01-26 · 0001951757-26-000305
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-14T20:24:53Z
Rdap Domain Last Changed
2025-10-15T11:50:50Z
Rdap Nameservers
Ns1.openhostingservice.comNs2.openhostingservice.comNs3.openhostingservice.comNs4.openhostingservice.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4545702
Trust Company Affiliate
No

People (2)

2
HEMEON, JASON, RANDALL
IAR · Direct Owner · 87.5%
4545702
KELLY LYNN CAPPELLO
IAR
1639771