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 SEC-registered investment adviser (registration year 2021) organized as a limited liability company and owned by an individual. The firm advises a client base made up primarily of individuals and families and charges fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting. The firm identifies as an active ESG investor and appears to access third-party managers for certain strategies rather than operating as a capital allocator. Its positioning is that of a compact private-wealth RIA focused on equity-centric portfolios with delegated access to alternatives and pooled products.
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%
Contacts
3 of 3ADAM 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 86Active vs passive
$71.7M in ETFs
86%
$61.8M
12%
$9.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $3.9M | 18,201 | 5.42% |
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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