Argyle Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Up to 1% annually, paid quarterly in advance
Account minimum: $1,000,000 Fee-only: Fee-only basis; no commissions or transaction-based compensation
Main office
3701 Corporate Parkway Suite 140
Center Valley PA 18034
Advisors at this office
3
Most active in
Florida · Pennsylvania · Texas
Also doing business as
Argyle Capital Management Inc · Argyle Capital Management, LLC
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.
Advisors at this firm
James M
Center Valley, PA
Argyle Capital Management, LLC
James Miller is a financial advisor at Argyle Capital Management, LLC with 34 years of industry experience. He has been with Argyle since 1983. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm emphasizes fundamental equity research and a long-term, low-turnover investment approach while tailoring asset allocation to individual client objectives.
Peter M
Series 65
Center Valley, PA
Argyle Capital Management, LLC
Peter Miller is a financial advisor at Argyle Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Argyle Capital Management since 2012. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts. The firm customizes asset allocation among equities, fixed income, and cash, emphasizing fundamental equity research, low turnover, and tax-efficient portfolio management.
Dawn M
Series 65
Center Valley, PA
Argyle Capital Management, LLC
Dawn Marx is a financial advisor at Argyle Capital Management, LLC with one year of industry experience. She holds a Series 65 designation and has been with Argyle Capital Management since 1994. Argyle Capital Management provides discretionary portfolio management and occasional one-off investment advice to individuals, high-net-worth clients, trusts, foundations, endowments, and retirement accounts on a fee-only basis. The firm emphasizes fundamental equity research, a long-term buy-and-hold investment approach, and actively manages fixed income and cash positions while tailoring portfolios to individual client objectives.
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