Argyle Capital Management Inc (Bethlehem)

Argyle Capital Management Inc is a large advisory firm based in Bethlehem. It manages $296.19 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Pennsylvania and Texas.

Argyle Capital Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and ad hoc consulting/administrative services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Argyle Capital Management: assets under management

The assets under management (AUM) of Argyle Capital Management Inc is $296.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 156% since the beginning of its operation, and $2.92 million of the total AUM is attributable to clients outside of the United States.

The firm manages $296.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.84 million each.

Argyle Capital Management has custody of $301.19 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 9% of the firm’s portfolio. Investments in investment and business development companies form 1% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Argyle Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Iii James Macpherson Miller serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Iii James Macpherson Miller is high net worth individuals with 55 clients and $221.52 million of assets under management. Among the 10 most similar advisory firms, Argyle Capital Management has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $296.19 million for 78 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Argyle Capital Management doesn't advise any private funds.

Careers at Argyle Capital Management Inc

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Iii James Macpherson Miller has been acting as President since 1 Oct 1983. Margaret Mary Donches joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Iii James Macpherson Miller	President/chief compliance officer	1 Oct 1983	75% - 100%	4346887
Margaret Mary Donches	Vice president	1 Oct 1983	Other	4346862

Based in Bethlehem

The principal office where Argyle Capital Management Inc performs its advisory services is located at 74 West Market Street, Bethlehem, PA 18018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-997-3777 or by fax 610-997-0757. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.