Argus Equity Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306518
- Registered since
- June 25, 2021
- Website
- www.aep-ria.com
- Custodians
- CHARLES SCHWAB & CO., INC., CAPITAL CLIENT GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.07%
- Individuals36.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Argus Equity Partners, LLC is a small, fee-based registered investment adviser focused on portfolio management for individual and family clients. The firm structures accounts around equity-centered strategies, with a stated preference for exchange-traded equities as the primary allocation. Its advisory model is percentage-of-AUM and geared toward direct portfolio management rather than pension consulting or institutional capital allocation. Investment activity skews toward liquid, exchange-traded instruments for core exposure, supplemented by mutual funds and annuities where appropriate for client objectives. The firm does not present itself as an active ESG investor. Given the mix of discretionary and non-discretionary relationships, the manager appears to blend model or separately managed account (SMA) implementations with client-directed holdings.
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 Equities84%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents4%
Contacts
2 of 2Stephen Tripodi
PresidentCRD 721461

Nicole Tripodi
Business Development ManagerCRD 7700874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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