Sargent Investment Group
Bethesda, MD·SEC-registered · CRD #297499
Sargent Investment Group is an SEC-registered investment advisory firm in Bethesda, MD managing $1.5B across 1.5k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
1.5k
Advisory staff
13
Fee model
Fee-based
How Sargent Investment Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sargent Investment Group
How much does Sargent Investment Group manage?
Per its most recent SEC Form ADV filing (05/26/2026), Sargent Investment Group reports $1.5B in regulatory assets under management across roughly 1.5k client accounts.
How does Sargent Investment Group charge?
Sargent Investment Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sargent Investment Group a fiduciary?
Yes. Sargent Investment Group is registered with the U.S. Securities and Exchange Commission (CRD #297499), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sargent Investment Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sargent Investment Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bethesda, MD
Profile compiled from Sargent Investment Group's public SEC Form ADV filing (CRD #297499, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sargent Investment Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sargent Investment Group? Claim this profile.