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, individual-owned registered investment adviser that began its SEC registration in 2021. The firm charges clients on a percentage-of-AUM basis and focuses its practice on individuals and families, offering portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm identifies as an active ESG investor, which appears to inform its security selection and manager choices.
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 Equities75%
- State & Local Bonds11%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$82.4M in ETFs
88%
$72.8M
10%
$9.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $4.4M | 17,851 | 5.37% |
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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