Data / Investment advisers / Ohio / Arg Private Wealth, LLC
Arg Private Wealth, LLC, Cincinnati, OH: $280 million AUM, SEC registered investment adviser
Arg Private Wealth, LLC is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $280 million in regulatory assets under management in its Form ADV filed September 17, 2026. Its clients include high net worth individuals, corporations and other businesses and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 336183
- SEC file number
- 801-136365
- SEC status
- Approved, effective June 23, 2026
- Main office
- 3825 Edwards Road Ste 650, Cincinnati, OH 45209
- Phone
- (513) 488-1600
- Website
- argprivatewealth.com
- Regulatory AUM
- $279,970,726 in the Form ADV filed September 17, 2026
- Discretionary AUM
- $279,970,726
- Accounts
- 530
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 61 | $271.6 million |
| Corporations or other businesses | Fewer than 5 | $3.6 million |
| Pension and profit sharing plans | 2 | $3.6 million |
| Individuals (other than high net worth individuals) | 2 | $1.1 million |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Horter Investment Management, LLC | Cincinnati | $314.5 million | Not listed | adviserinfo.sec.gov |
| Generations Wealth, LLC | Cincinnati | $307.8 million | Not listed | adviserinfo.sec.gov |
| Sims Investment Management LLC | Cincinnati | $304.6 million | Not listed | adviserinfo.sec.gov |
| Mbia Capital Advisors | Cincinnati | $290.2 million | Not listed | adviserinfo.sec.gov |
| Schulhoff & Co Inc | Cincinnati | $286.3 million | Not listed | adviserinfo.sec.gov |
| Schear Investment Advisors, LLC | Cincinnati | $268.8 million | 1 | adviserinfo.sec.gov |
| W&S Brokerage Services, Inc. | Cincinnati | $257.2 million | Not listed | adviserinfo.sec.gov |
| Saas Capital, LLC | Cincinnati | $244.9 million | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Arg Private Wealth, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.