Argyle Capital Partners, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 162246
- Registered since
- July 30, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.88%
- Individuals18.48%
- Pension & Profit Sharing Plans0.64%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Argyle Capital Partners, LLC is an independent, owner-operated Registered Investment Adviser that began SEC registration in 2021 and operates as a limited liability company. The firm manages portfolios for individuals and families and also provides portfolio management for small businesses and institutional/business clients, along with pension consulting. Its retail clients are billed on a percentage-of-AUM fee schedule. Argyle identifies as an active ESG investor, and its stated preference on filings is a tilt toward equities and exchange-traded instruments.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities75%
- State & Local Bonds11%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Contacts
3 of 3
Adam Scott
Principal & Senior Investment AdvisorCRD 4873264
Joshua Rudoy
Principal & Senior Investment AdvisorCRD 4811563
Stephen Macintosh
Director of Financial PlanningCRD 6401660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$84.6M in ETFs
87%
$73.3M
12%
$11.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $4.4M | 18,266 | 5.23% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1925 Century Park E
- Time zone
- PT (UTC-8)
- Office locations
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