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Argus Investors' Counsel, Inc.

Argus Investors' Counsel, Inc.. CRD 106981

Argus Investors' Counsel, Inc. logo

CRD: 106981

Argus Investors' Counsel, Inc.

$137.3M Total AUM
$137.3M Disc. AUM
2.4% 3Y CAGR
8 Employees
320 ADV. Clients
65 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
12-16-1960
Office Locations
2

Office Locations

1281 E. Main Street First Floor Stamford CT
61 Broadway NEW York NY

About Argus Investors' Counsel, Inc.

Argus Investors' Counsel (AIC) is a New York City-headquartered fiduciary investment advisor serving individuals and families, RIAs, and institutions (foundations, endowments, and corporate pensions). AIC delivers research-driven portfolio management backed by fundamental analysis, offering equity solutions via SMAs, bespoke strategies, and model portfolios, with tax-aware management and direct access to portfolio managers. Supports advisors through sub-advisory and strategy licensing with white-labeled/co-branded reporting; firm-wide GIPS compliant.

Team overview

46 AVG AGE
$22.9M AVG AUM / ADVISOR
$429.0K AVG AUM / CLIENT
10.9 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
65yrs Firm Age

Insights

Available
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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Platform

Available

Services

Available

Owner & Executives

K

KEVIN MICHAEL HEAL

Chief Compliance Officer, MANAGING DIRECTOR, SENIOR ANALYST

CRD
#1543466
Ownership
Less than 5%
Available
Available
Available

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Contacts

R

RICHARD ANTHONY CIUBA

Director of Business Development

CRD
#4383761
Available
Available
Available
T

Taylor Conrad

Associate Financial Analyst

CRD
#7553246
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-24-2022
02-13-2023
08-14-2024
01-23-2025
01-26-2026
Category Assets AVG. Account size
Discretionary $137,292,344 $481,728
Non-Discretionary $0 --
Total $137,292,344 $481,728

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
U.S. Government/Agency:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
U.S. Government/Agency Available Available
Cash Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

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