A
Agular Asset Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,229,100
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
9
89% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$2,469,900
About
Agular Asset Management LLC provides discretionary asset management and portfolio management services to individuals, high‑net‑worth individuals, trusts, estates and corporations or business entities. The firm documents client goals, time horizons, objectives and risk tolerances and implements investment programs under a discretionary advisory agreement.
The firm combines fundamental, technical, charting and cyclical analysis and employs strategies that include long‑ and short‑term purchases, trading, options writing, margin and use of derivatives, REITs and foreign securities. Accounts are reviewed at least quarterly for suitability, target‑band rebalancing and tax‑loss harvesting, and the firm requires custody at Interactive Brokers for trade execution and reporting.
Distinctive features disclosed in the brochure include the explicit provision of services to corporate or business clients, which is uncommon among peers, and the principal’s outside roles as a director of two private startup companies (disclosed as non‑investment activities). The adviser manages about $23.6 million across a small number of client accounts and generally leaves proxy voting to clients, providing voting assistance only when requested.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
1.50% annually
Main office location
Agular Asset Management LLC
Metairie LA, United States
Number of offices
1
Most active in
Agular Asset Management LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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