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| Argos Wealth Advisors LLC
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|---|---|
| CRD # | 144481 |
| SEC # | 801-68097 |
| CIK # | 0001809154 |
| AUM | 1,039.0 M (2026-05-11) |
| Employees | 11 (91% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 707-633-9063 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 72.3 | ||
| iShares Comex Gold Trust | 37.9 | ||
| SPDR Gold Trust | 28.9 | ||
| KLA Tencor Corp | 21.9 | ||
| ETFS Precious Metals Basket Trust | 18.4 | ||
| Apple Inc | 18.0 | ||
| Microsoft Corp | 11.2 | ||
| Alphabet Inc | 4.9 | ||
| Ingersoll-Rand PLC | 4.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | AWA Small Cap Access Fund LP | [2012-01-30] | 49.0 M | 32.1 M |
| Filed 2025-05-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 223.2 |
| (b) Individuals (high net worth individuals) | 45 | 766.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 32.1 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 9 | 15.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 1,039.0 |
| By Discretionary | ||
| Discretionary | 148 | 997.4 |
| Non-Discretionary | 98 | 41.5 |
| Total | 246 | 1,039.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.6 | |
| United States Persons | 1,027.4 | |
| Total | 246 | 1,039.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Argos Wealth Advisors LLC | Executive Officer | 1 | 1 | |
| Argos Wealth Advisors LLC NA | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001809154] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CT | 1,095.2 M |
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PA | 1,023.5 M |
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MA | 1,006.1 M |
|
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NJ | 1,003.2 M |
|
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|
IL | 992.5 M |
|
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|
IL | 991.3 M |
|
Encompass More Asset Management LLC
✚
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CA | 984.9 M |