Argyle Capital Management, LLC
Firm details
- Headquarters
- Center Valley, Pennsylvania
- CRD number
- 106576
- Registered since
- September 20, 1983
- Website
- www.argylecapital.net
- 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
FINTRXOverview
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
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 Equities86%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$984K in ETFs
100%
$984K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $247K | 1,260 | 25.06% |
Location
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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