A complete list of active advisors currently associated with Argyle Capital Partners, LLC
Warmer can help you find a great advisor at Argyle Capital Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Argyle Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Barbara, CA
| 11
| |
Los Angeles, CA
| 21
| |
Los Angeles, CA
| 21
|
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