Argyle Capital Management, LLC logo

Argyle Capital Management, LLC

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Client assets under management

$355,653,506

Clients

65

72% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

33

Low

Average account size

$5,471,592

About

Argyle provides discretionary, fee-only portfolio management and investment advice to individuals, families, trusts, foundations, endowments, profit-sharing and pension plans, and individual retirement accounts. The firm manages roughly $356 million across about 65 client relationships and commonly works with high-net-worth and individual clients, with a typical minimum that may be negotiable.

The investment process emphasizes fundamental equity research with a value orientation, low turnover, and a long-term buy-and-hold approach, supplemented by fixed-income ladders to dampen volatility and generate income. Portfolios are tailored to clients’ objectives and tax considerations, and the firm treats cash and money-market positions as an actively managed asset class when positioning accounts.

Argyle provides performance reporting to clients—annual written performance reports that include one‑year, three‑year and since‑inception returns and references to broad benchmarks—which is uncommon among similar supported firms. The firm operates with a small advisory team relative to assets under management and discloses an ownership group that includes shareholders who also advise community and regional banks on M&A and capital-markets matters, a background the brochure notes as separate from its advisory business.

Client services

Portfolio management Consulting/administrative services

Expertise

Active portfolio management Tax-loss harvesting Concentrated stock management

Fee options

Percentage

Up to 1% annually, paid quarterly in advance

Other

Account minimum: $1,000,000 Fee-only: Fee-only basis; no commissions or transaction-based compensation

Main office location

Argyle Capital Management, LLC

3701 Corporate Parkway, Suite 140

Center Valley PA 18034, United States

Number of offices

1

Most active in

Florida · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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