Argus Efficient Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 331680
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI51.81%
- Other Investment Advisers32.43%
- Individuals15.76%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Argus Efficient Capital, LLC operates as a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm’s business model centers on discretionary portfolio management using pooled public mutual funds and separate account structures as the primary building blocks. Fee arrangements include both a percentage-of-AUM component and the ability to charge performance-based fees, indicating flexibility in pricing for bespoke mandates. Argus Efficient Capital, LLC does not identify as an ESG-driven advisor and is not a multi-state adviser by its filing particulars. Investment activity is concentrated in liquid, broad-market instruments rather than third-party alternative fund strategies. The firm is categorized as unclassified and is not listed as a capital allocator or pension consultant. Its client base is focused on individual and family clients, with some capacity to serve institutional or small-business accounts under portfolio management services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Edward Argus
Chief Investment OfficerCRD 5417456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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