As a leading independent wealth management firm, we deliver in-depth, personalized, unbiased service in a candid and common-sense manner. Our core service offering is professional trust management. Building from that core, Argent provides an array of related financial services, including:
- Investment management
- Family office services
- Oil and gas (mineral) management
- Wealth planning (advice and counsel)
- Employee Stock Ownership Plans
- Retirement plan administration and consulting
- Funeral and cemetery trust services
- Foundation management
- Timberland investment management
- And others
Our approach is to understand the source of your wealth to help guide us in recommending the best strategies for you. We would love to hear from you. If you have any questions about how Argent can help protect your wealth, please call (800) 375-4646 or email ask@ArgentFinancial.com. You are also welcome to visit an Argent office.
Argent has deep roots throughout the South and a legacy of corporate growth driven by the desire to provide our clients with exceptional service.
In 1930, just months after the market crash of 1929 and the beginning of the Great Depression, the Trust Department of Ruston State Bank (RSB) in Ruston, Louisiana was formed. Years later, in 1989, a young RSB trust officer with great initiative and passion wrote in a memo to colleagues, “If we elect to provide any service, it must be provided excellently.”
The following year, in 1990, The Trust Company of Louisiana was formed out of the RSB Trust Department, and in 1991, desiring the flexibility to work independently and offer service with excellence, that young trust officer, Kyle McDonald, led the purchase of the company that is today Argent Financial Group and of which he still serves as our CEO.
Over the course of the following two decades, Argent’s presence expanded throughout Louisiana and into Arkansas, offering trust and investment management services to individuals, families, businesses, and public bodies. Then, in 2005, we identified a need to assist our clients and other property owners with oil and gas leasing and revenue verification services, thereby creating our mineral management group. In 2008, Northwest Louisiana experienced a boom in oil and gas exploration. The earlier decision to form our mineral management group uniquely positioned Argent to help clients capture significant revenue from that boom. That activity, in an otherwise dismal investment market period, marked the beginning of a decade of exceptional growth for Argent.
In 2009, recognizing the benefit to clients of Tennessee’s progressive and flexible trust laws, Argent purchased an independent trust company in Memphis to allow our clients the benefit of those laws throughout our footprint. That company is now our flagship entity, Argent Trust Company.
We completed additional mergers and acquisitions in 2013 and 2014 that substantially grew our geographic footprint across the South and expanded our range of services, all to better serve our clients. Key among those additions were Highland Capital Management of Memphis and The Trust Company, a San Antonio, Texas-based trust company. Offices in other states throughout the south were opened in succeeding years providing Argent opportunities to serve additional clients.
In 2016, Heritage Trust Company, Heritage Institutional Services, and Heritage Mineral Management, all of Oklahoma City, combined with Argent, expanding services for both companies’ clients.
Argent’s growth continued in 2018, beginning with the acquisition of Independence Trust, a Nashville-based group with expertise in funeral services. New trust offices were also opened early in the year in Austin, Dallas, and Fort Worth, Texas. Then, in mid-2018, AmeriTrust Companies of Tulsa, Oklahoma merged with Argent.
Today, in our 31 markets located across 12 southern states, Argent employs 300 professionals with responsibility for more than $23 billion in client assets and 2 million mineral acres.
We continue to be a company that is privately owned by our staff, clients, and avid supporters, all committed to serving our clients excellently, just as we began.
Broad Perspective. Personal Focus. Southern Roots.
For us, everything starts with you. It always has and always will. We call that the Argent Way. We see it as our job to get to know you and to tailor an approach that will work to help you protect, manage, and grow your assets. In order to give you an unbiased opinion that’s most beneficial to you, we have no proprietary products to sell.
Our agenda is you, the individual, and not a silo of products that do not fit your needs. That’s why our services are mostly fee-based. We sell the expert advice of our people and the wealth of resources we put behind them. That unbiased approach allows us to make objective decisions for you.
At the end of the day, earning your trust and establishing a long-lasting relationship is the biggest asset we have.
Argent Financial Group operates through several wholly-owned subsidiaries. We offer a wide array of wealth management services and solutions to help protect, manage, and grow your financial assets. Our unique blend of professional staff experience and an array of services allows us to help individual and institutional clients with needs from trust administration and portfolio management to negotiating and monitoring mineral wealth matters.
Currently, Argent has offices in 31 markets located in 12 southern states ready to serve you and your needs.
Select a subsidiary from the list to learn more about Argent’s offerings.
Argent Trust Company is Argent Financial Group’s flagship subsidiary. For nearly 30 years, Argent has helped individuals, families, businesses, and institutions ensure a legacy and safeguard their wealth through trust administration, estate settlement, investment management, and other fiduciary services.
Based in Oklahoma City, Heritage Trust is an independent, privately-owned trust bank that offers trust administration in addition to oil and gas management, real estate management, financial planning, and investment management.
Highland Capital Management serves as portfolio manager overseeing more than $2.5 billion in assets under management. Since 1987, HCM has specialized in managing equity and fixed income portfolios and more recently managed ETFs for clients in private, corporate and public sectors.
Argent Advisors is a registered investment advisory firm focused on serving individual clients. The Advisors group provides diversified financial services related to financial planning and investment management with the goal of creating and implementing personalized plans that meet the unique needs of individual clients.
Providing for the long-term financial needs of your family or organization means paying careful attention to your investments now and creating an investment management plan that survives you. Designing and administering such plans is the primary focus of Argent Family Wealth Services.
In addition to providing support services to all Argent entities, Argent Fiduciary Consulting Services (AFCS) works with other federal and state-chartered fiduciary institutions to achieve compliance with the regulations, requirements, and best practices of the fiduciary services industry.
Argent Mineral Management (AMM) exists to help clients protect their property while maximizing wealth from mineral (oil and gas) assets through comprehensive mineral management services, including the accounting and auditing of royalty payments. AMM manages approximately 2 million acres of mineral interests across 30 states.
Argent Retirement Plan Advisors is a Registered Investment Advisor with the SEC that specializes in providing fiduciary and investment advisory services to employer sponsored qualified and non-qualified retirement plans.