# Sargent Investment Group

Sargent Investment Group is a Bank / Wealth / Trust based in Bethesda, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** sargentinvestmentgroup.com
- **LinkedIn:** https://www.linkedin.com/company/sargentinvestmentgroup

## Regulatory record

- **CRD number:** 297499
- **SEC file number:** 801-113542
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-17T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297499

## About

Sargent Investment Group was formed in 2018 and is headquartered in Bethesda, Maryland. It operates as a registered investment advisor, providing portfolio management and pension consulting to a client base that includes individuals, trusts, estates, non-profit organizations, and corporate entities. The firm delivers a standard suite of wealth management services including investment advisory and financial planning. It structures portfolios for individuals, manages assets for trusts and estates, and provides pension consulting to non-profits and businesses. The firm’s marketing and public disclosure are minimal, and no investments, portfolio companies, or geographic preferences beyond its Maryland base have been made public. Operational details such as team size, total assets under management, or any associated philanthropic or operational vehicles remain undisclosed. In the absence of published figures or named principals, the firm presents a deliberately low-profile posture typical of a local advisory practice. Sargent Investment Group’s structural differentiator lies in its narrow, locally focused mandate.

## Questions

### Who runs investment decisions at Sargent Investment Group?

The firm has not publicly disclosed its ownership or the names of its portfolio managers. The website provides no team page, and no named principals were found in public filings or other primary sources as of mid-2026.

### What is the scale of assets managed by Sargent Investment Group?

Sargent Investment Group does not publish an AUM figure. No regulatory filings reviewed by Altss have surfaced a disclosed number, and the firm is estimated to operate below the threshold of widespread institutional coverage.

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Last updated: 2026-08-11T02:43:31.692Z

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