AUMdb

Argentarii, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 332112 · SEC file 801-130699 · Cincinnati, OH · www.linkedin.com
☆ Save with Pro ADV data as of Mar 20, 2026
Regulatory AUM
$432M
Discretionary
$432M
Clients
125
Avg AUM / client
$3.5M
Accounts
479
Employees
10

AUM over time

$0 $432M
Jun 2024 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 20, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 30 $3.6M 0.83%
High net worth individuals 90 $407M 94.3%
Pooled investment vehicles (non-investment companies) 5 $20.9M 4.84%

People (5)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Brandon S Hutchison Founding Partner Mar 2024 (2y) 75% or more
Ryan Eugene Murray Founding Partner And Cco CFP Mar 2024 (2y) 10% – 25%
Mark Alan Casella Partner Aug 2024 (2y) Less than 5%
Maxwell M Rossi Registered representative Jul 2024 (2y)
Taylor Leigh Palmer Registered representative Aug 2024 (2y)

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/20/2026 2.24 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Pension consulting services
  • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.

View current Form ADV (SEC/IAPD) ↗