Argent Trust Oklahoma

Oklahoma City (405) 848-8899
Tulsa (918) 610-8080

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Argent Trust Oklahoma Overview

Oklahomans Serving Oklahoma

Argent Trust Oklahoma is Argent Financial Group’s Oklahoma-state chartered trust company, serving clients in Oklahoma City, Tulsa and across the region.  

For over two decades the Argent Trust Oklahoma team has helped individuals, families, businesses, and institutions ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary-based services. 

Prior to operating under the Argent brand name, our Oklahoma City group did business as Heritage Trust Company, which was founded in 1998 and combined with Argent in 2015. Our Tulsa group, which was founded in 1997 as AmeriTrust Corporation, merged with Argent in 2018. Both companies were founded as local alternatives to “big bank” trust departments and both with the goal of providing comprehensive wealth management services with an emphasis on superior client service.

In 2023, the two chose to unite their local teams and shared values under the same name across Oklahoma.

We provide the following services:

 

Argent Trust Oklahoma Services

Trusts & Estate Planning

A broad spectrum of Trust strategies available to provide long-term financial stability and growth for your financial legacy.

Employee Stock Ownership Plans

Premier trustee and special fiduciary services for employee stock ownership plans across the United States.

Funeral & Cemetery Trusts

A dedicated business unit focused solely on serving the deathcare businesses across the U.S. with funeral and cemetery trust needs.

Governmental Services

Administrative and investment expertise serving governments and municipal bodies in managing complex public finances.

Locations

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

PH: (405) 848-8899

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

PH: (580) 765-8899

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

PH: (918) 610-8080

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

(580) 765-8899

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Our Team

Robert Strauss, CFA®

Robert Strauss, CFA®

Senior Portfolio Manager, Investments
Oklahoma City

Robert Strauss joined the former Heritage team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Argent Trust Oklahoma. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in...

Ron Dugan, CFA®

Ron Dugan, CFA®

Sr. Portfolio Manager
Tulsa

Ron joined Argent Trust Oklahoma (formerly AmeriTrust) in 2020 as Portfolio Manager in our Tulsa office, bringing more than 30 years of investment management experience serving clients ranging from endowments, foundations, trusts, pensions, mutual funds, and high...

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