CRD: 162246
Argyle Capital Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 06-18-2012
- Office Locations
- 2
Office Locations
About Argyle Capital Partners, LLC
Argyle Capital Partners is an independent, fiduciary wealth management firm founded in 2012 in Los Angeles. The team provides personalized investment management and financial planning for individuals, families, small businesses, and nonprofits, building tailored portfolios around goals, risk tolerance, and disciplined risk management. Custodied primarily at Schwab, the firm also publishes regular market commentary, including its “What Could Go Right?” video series.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JOSHUA GREGORY RUDOY
Managing Member, Senior Investment Advisor
- CRD
- #4811563
- Ownership
- 50% but less than 75%
ADAM BERTRAND SCOTT
Chief Compliance Officer, Managing Member
- CRD
- #4873264
- Ownership
- 50% but less than 75%
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STEPHEN THOMAS MACINTOSH
Advisor
- CRD
- #6401660
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,561,022 | $475,637 |
| Non-Discretionary | $0 | -- |
| Total | $213,561,022 | $475,637 |
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Separately Managed Accounts
Total SMA Asset: $213,561,022
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,090,467,879 | 18.9% |
| Municipal Bonds | $328,871,265 | 5.7% |
| Public Funds | $380,798,307 | 6.6% |
| Cash | $571,197,460 | 9.9% |
| Corporate - Investment Grade | $865,450,697 | 15.0% |
| Equity - OTC | $1,090,467,879 | 18.9% |
| U.S. Government/Agency | $1,442,417,829 | 25.0% |
| Total | $5,769,671,316 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR HARBOR | CAPITAL UNISON | QV9XPWQMG | GVDG | 1.35% | $119,815,259 |
| QUANTUM FRONTIER TIMBER | CATALYST GLACIER | TP01YXHWW | ISLXU | 8.04% | $71,639,719 |
| GLACIER ELEMENT VECTOR | PIONEER FUSION | NPQQM2NFB | NMLSA | 7.00% | $22,030,928 |
| FUSION ATLAS PEAK | GLACIER WAVE | ZR3HLEHO6 | WVPB | 1.78% | $11,613,436 |
| MOMENTUM TIMBER EAGLE | HORIZON BEACON | 5ODF54IDI | LLBCH | 10.29% | $38,629,010 |
| ZENITH GLACIER PEAK | RIDGE RIDGE | 17UREH42M | ELSD | 6.24% | $2,096,767 |
| PATHWAY SIGNAL | NORTH HARBOR | FIBXK05Q1 | EAXNT | 9.85% | $77,159,601 |
| FOUNDATION ALPHA | SUMMIT SUMMIT | L6XJ5RRD3 | FJQV | 1.69% | $102,986,937 |