ARGI Multi-Family Office

Overview

ARGI Investment Services, LLC, identified in the filing as CRD 151916, reported 15,255 client accounts and 169 employees.¹ The filing listed Louisville, Kentucky as its principal office.¹ The former ARGI website now directs visitors to Cerity Partners and states that ARGI has merged with Cerity Partners.² The current page lists offices in Kentucky, Ohio, Michigan, Indiana and Georgia.²

History

The Form ADV annual update used for this profile was filed on January 24, 2023.¹ ARGI’s former website currently states that ARGI has merged with Cerity Partners.²

Services

The filing described educational seminars, financial planning, portfolio management for individuals, management of pooled investment vehicles and choosing other advisers.¹ It reported discretionary management of $4.57 billion and no non discretionary assets.¹ Reported compensation methods were percentage of assets and fixed fees.¹

The current Cerity Partners page presents family office services under its Individuals and Families offering.² That page also lists wealth management, investment solutions, capital solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, and trust services.² Additional offerings include business owner advisory, business owner financial planning, CFO and accounting services, retirement plan consulting, institutional consulting and Cerity Partners OCIO services.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Trust and fiduciary
• Risk and insurance
• Business owner services
• Retirement planning

Client focus

The filing reported 1,227 high net worth individuals, 2,829 individuals, 221 retirement plans, six pooled investment vehicles, nine corporations or businesses, 17 charities and fewer than five government entities.¹ High net worth individuals represented $2,826,883,997, or 61.9 percent, of reported regulatory assets.¹ Individuals represented $899,837,877, or 19.7 percent, and retirement plans represented $669,715,288, or 14.7 percent.¹

Investment philosophy and approach

The current Cerity Partners page describes advisers drawing on professional experience and internal expertise when addressing complex personal and professional financial situations.²

Assets and minimums

As of the Form ADV annual update filed January 24, 2023, ARGI Investment Services, LLC reported $4,569,619,524 in regulatory assets under management.¹ The filing reported 102 personnel performing investment advisory functions.¹ No minimum investment amount was stated in the cited material.

FAQs

Related resources

• LocationMultifamily offices in Louisville

  This Louisville-focused resource helps readers compare multifamily office options in the area. It can provide useful local context for a family or business owner considering services such as investment management, financial planning, tax planning, trust administration, risk management, and retirement planning.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, and related estate decisions. Readers considering ARGI Multi-Family Office can use these materials to identify questions about tax planning, trust and fiduciary services, business ownership, family transfers, and the documents they may want to discuss with advisers.

• GuideLife events that trigger a change

  Major life changes can affect investment management, insurance, taxes, retirement planning, and estate arrangements. This resource helps a family or business owner recognize when to review those areas, such as after a sale, inheritance, marriage, divorce, retirement, or a significant change in business ownership.

• GuideQuestions to ask a multifamily office

  This question guide helps prospective clients prepare for conversations with a multifamily office. A business owner or wealthy family can use it to ask about investment management, financial planning, tax coordination, trusts, insurance, retirement needs, service scope, and how advisers work with other professionals.

• Similar firmsACCESS WEALTH MANAGEMENT, LLC
  Atlas Brown

  ACCESS WEALTH MANAGEMENT, LLC and Atlas Brown provide additional profiles to review on MultifamilyOffices.com. Comparing their listed services, locations, client focus, and available firm information with ARGI Multi-Family Office can help readers organize follow-up questions about investment management, planning, fiduciary work, and business owner needs.

Sources

1. Form ADV data summary , accessed October 23, 2026.
2. ARGI and Cerity Partners page , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.