A
Argon Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides investment management and financial planning services to high-net-worth individuals, developing personalized investment policies and asset allocation targets through ongoing client discussions. It operates as a fee-only adviser and also offers educational seminars and speaking engagements for groups on financial topics.
The investment approach emphasizes asset allocation and the use of mutual funds and ETFs, with manager and fund analysis to limit overlap and monitor mandates; the firm routinely uses passive strategies alongside other implementations as appropriate. Portfolios may be managed on a discretionary or non-discretionary basis, are tailored to client risk tolerance and restrictions, and financial planning is included for investment management clients without an additional charge.
Noteworthy for its peer group, the firm offers fee-based educational seminars and speaking engagements (virtual or in-person) that are explicitly educational and do not provide individualized investment advice to attendees, with topics and travel arrangements determined with the client. The adviser is newly formed, operates with a single principal who holds a CPA credential, currently reports no assets under management, and requires clients to establish accounts with a designated institutional custodian for trade execution and custody.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Educational seminars/speaking engagements fees range from $1,000 to $10,000 depending on content, preparation, and attendees.
$0 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Account minimum: $100,000 Fee-only: Investment management fees based on assets under management; financial planning included without additional fee for clients using investment management services.
Main office location
Argon Advisors
Dallas TX, United States
Number of offices
1
Most active in
Argon Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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