Argus Efficient Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$150,377
Clients
10
Advisors
1
of 1 employees
About
Argus Efficient Capital provides discretionary portfolio management to individuals, high‑net‑worth individuals, and other investment advisers, preparing individualized Investment Policy Statements and implementing dynamic asset-allocation strategies primarily through ETFs and mutual funds. The firm documents clients’ risk tolerances and seeks written discretionary authority to select securities and execute transactions on their behalf.
The firm’s approach combines modern portfolio theory with quantitative and technical analysis and employs both long‑term and short‑term trading to pursue target allocations, with account reviews at least monthly and regular reporting to clients. It states a fiduciary standard for retirement accounts and describes policies intended to allocate investment opportunities and transactions fairly among its clients.
AEC’s brochure highlights that it acts as a subadviser to unaffiliated advisers — a service relatively uncommon among independent firms — and that it requires client accounts to be held at Interactive Brokers LLC or Schwab Institutional. While performance‑based fees are sometimes seen among a small subset of peers, AEC’s current disclosure expressly states it does not accept performance‑based compensation.
Client services
Expertise
Fee options
$0+: 0.5% annually (Founder Fee) $0+: 1.00% annually (All other assets)
Account minimum: $20,000 Fee-only: 0.5% annually for Founder assets; 1.00% annually for all other assets
Main office
Westfield IN
Advisors at this office
1
Most active in
Indiana
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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