Argus Efficient Capital, LLC

RIASEC Registered
Total AUM
$223K
Discretionary
$223K
100% of AUM
Avg account
$17.1K
Accounts
13
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Edward Argus

    Edward Argus

    Chief Investment OfficerCRD 5417456

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth