Argyle Capital Management, LLC
Firm details
- Headquarters
- Center Valley, Pennsylvania
- CRD number
- 106576
- Registered since
- September 20, 1983
- Website
- www.argylecapital.net
- Custodians
- CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI98.69%
- Individuals1.31%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Argyle Capital Management, LLC is an independent registered investment adviser first registered with the SEC in 1983. The firm serves individual and family clients through discretionary portfolio management and also provides portfolio management for small businesses and other institutions. Its fee arrangement includes a percentage-of-AUM component plus other fees, and it self-identifies a preference for equities as the primary exposure. The firm is not an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities86%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds2%
Owners & executives
3 of 3Theodore Eichenlaub
Partner & Chief Compliance OfficerCRD 8003789
James Miller
President, Chief Compliance OfficerCRD 8003790
Michael Resch
Chief Executive OfficerCRD 6419536
Contacts
3 of 4Dawn Marx
Operations ManagerCRD 8020257
Matthew Resch
Investment AdvisorCRD 3094276
Peter Miller
Portfolio ManagerCRD 4599705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$954K in ETFs
100%
$954K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $240K | 1,260 | 25.17% |
Location
Center Valley, PA
Lehigh
Location
Center Valley, PA
Headquartered in Center Valley, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 3701 Corporate Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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