ARGYLE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 1983
Total AUM
$356M
Discretionary
$356M
100% of AUM
Avg account
$2.6M
Accounts
136
Employees
3
Advisory reps
7

Firm details

Headquarters
CENTER VALLEY, Pennsylvania
CRD number
106576
Registered since
September 20, 1983
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

FINTRX

Overview

Argyle Capital Management, LLC is a privately owned limited liability company that has been SEC-registered since 1983 and focuses on advisory services for individuals and families. The firm provides discretionary portfolio management for both individuals/small businesses and for business or institutional clients. Its compensation model includes a percentage-of-assets-under-management component alongside other fee arrangements. Argyle reports no active ESG investing program and is not registered as a multi-state adviser; it does not identify as a pension consultant or a related adviser. The firm’s reported investment preference is equities, with a particular emphasis on exchange-traded equities as the dominant sleeve of client portfolios. Argyle does not position itself as a capital allocator; instead it manages client mandates directly and supplements public-equity exposure with selected external managers and pooled products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Cash & Cash Equivalents 12%, Public Funds/Mutual Funds 2%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents12%
  • Public Funds/Mutual Funds2%

Owners & executives

3 of 3
  • Theodore Eichenlaub

    Partner & Chief Compliance OfficerCRD 8003789

  • James Miller

    President, Chief Compliance OfficerCRD 8003790

  • MICHAEL RESCH

    Chief Executive OfficerCRD 6419536

Contacts

3 of 4
  • Dawn Marx

    Operations ManagerCRD 8020257

  • MATTHEW RESCH

    Investment AdvisorCRD 3094276

  • PETER MILLER

    Portfolio ManagerCRD 4599705

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth