A
Argus Efficient Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$379,290
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
10
60% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$37,929
About
Argus Efficient Capital provides discretionary portfolio management primarily to individual and high‑net‑worth clients and also offers subadvisory services to unaffiliated investment advisers. The firm documents client goals and risk tolerance in an Investment Policy Statement and generally implements portfolios using ETFs and mutual funds.
The firm’s investment approach emphasizes dynamic asset allocation and combines modern portfolio theory with quantitative and technical analysis, employing both long‑term and short‑term trading programs. It typically operates with discretionary trading authority, regularly monitors accounts, and provides written reports to clients.
Notably, AEC’s willingness to act as a subadviser to other advisers is a service offering that is uncommon among small independent advisory firms, and it requires clients to custody assets at Interactive Brokers LLC or Schwab Institutional. The firm also discloses that it does not accept performance‑based fees and that it may receive research or other services from its custodians.
Client services
Portfolio management
Subadviser services
Expertise
Passive / index investing
Active portfolio management
Fee options
$0+: 1.00% $0+: 0.5% (Founder Fee)
Account minimum: $20,000
Main office location
Argus Efficient Capital, LLC
Westfield IN, United States
Number of offices
1
Most active in
Argus Efficient Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
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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