Agular Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$22,229,100
Clients
9
Advisors
1
of 1 employees
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
Expertise
Fee options
1.50% annually
Main office
Metairie LA
Advisors at this office
1
Most active in
Louisiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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