Argyle Capital Partners, LLC logo

Argyle Capital Partners, LLC

Updated today

Client assets under management

$212,179,630

Clients

179

27% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

60

Typical

Average account size

$1,185,361

About

Argyle Capital Partners, LLC provides discretionary investment management and related advisory services to individuals (including high net worth clients), as well as corporations and small businesses. The firm also offers financial planning and retirement plan consulting, and as of December 31, 2025 reported approximately $213.6 million in assets under management across about 179 client relationships.

ACP takes an active, total‑return approach that primarily allocates assets among index funds, individual equities and fixed income while employing both fundamental and technical analysis; it tailors portfolios to client-specific factors such as risk tolerance, time horizon, net worth and tax circumstances. The firm emphasizes the use of highly liquid assets to manage interest‑rate and credit risks, monitors managed accounts on an ongoing basis with formal reviews at least quarterly, and may implement its strategies through similarly managed discretionary accounts.

What is distinctive about ACP relative to many peers is its use of more complex portfolio tools in separately managed accounts — the firm discloses the potential use of borrowing (leverage) and derivatives in those accounts, which is statistically uncommon for firms in this category and carries additional implementation and monitoring considerations as described in the brochure. ACP also combines investment management with a broad set of consulting services (including mortgage and debt analysis, lines‑of‑credit evaluation, cost segregation studies and complimentary financial planning for certain clients) and relies on a custodial relationship that provides software, research and trading support.

Client services

Portfolio management Pension consulting

Expertise

ESG / Sustainable investing Tax strategies for small businesses Wealth management

Fee options

Percentage

$0 - $500,000: 1.50% $500,000.01 - $1,000,000: 1.25% $1,000,000.01 - $5,000,000: 1.00% $5,000,000.01+: 0.75%

Main office location

Argyle Capital Partners, LLC

1925 Century Park East, Suite 1140

Los Angeles CA 90067, United States

Number of offices

2

Most active in

California · Colorado · Florida · Louisiana · 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

user avatar

Joshua R

Series 66

Los Angeles, CA

Argyle Capital Partners, LLC

Joshua Rudoy is a financial advisor with Argyle Capital Partners, LLC in Los Angeles, holding a Series 66 designation and 21 years of industry experience. He has been with Argyle since 2012. Outside of his advisory role, Rudoy serves as President-Elect and board member of the Wilshire Rotary Club and works as an independent insurance agent. Argyle Capital Partners, LLC is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return investment approach using index funds, individual equities, and fixed income, tailoring strategies to client-specific risk tolerances, time horizons, and tax situations.

ESG / Sustainable investing Tax strategies for small businesses Wealth management
user avatar

Stephen M

Series 66

Santa Barbara, CA

Argyle Capital Partners, LLC

Stephen Macintosh is a financial advisor at Argyle Capital Partners, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. from 2015 to 2019. Outside of his advisory role, he serves as a board member for the Sustainable Change Alliance Foundation and is president of ESG Capital Management, Inc., where he provides life and disability insurance solutions. Argyle Capital Partners, LLC is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to client-specific risk tolerance, time horizon, and tax considerations.

ESG / Sustainable investing Tax strategies for small businesses Wealth management
user avatar

Adam S

Series 66

Los Angeles, CA

Argyle Capital Partners, LLC

Adam Scott is a financial advisor at Argyle Capital Partners, LLC in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Argyle Capital Partners since 2012. Outside of his advisory role, Scott serves as president of the Barrington Court Homeowners Association. Argyle Capital Partners is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to clients’ risk tolerance and preferences, and offers a broad range of planning and consulting services.

ESG / Sustainable investing Tax strategies for small businesses Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")