Argyle Capital Management, LLC

RIASEC Registered
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 an independent, owner-operated RIA that provides portfolio management for individuals, small businesses and institutional/business clients. The firm is registered with the SEC (registration year 1983) and charges fees based on a percentage of assets under management, with some additional fee arrangements noted as "other." Its client base is primarily individual and family investors. The firm does not identify as an active ESG investor. The advisory focus is traditional portfolio management rather than capital allocation or pension consulting; it operates as a single independent advisory LLC under individual ownership. Services described center on discretionary portfolio oversight for private clients and business/institutional accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$984K in ETFs

Passive

100%

$984K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$247K1,26025.06%

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