AdvisorCensus / Financial advisors / Argus Equity Partners, LLC
Argus Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Argus Equity Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Argus Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Argus Equity Partners, LLC charge?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $250,000: 1.5% a year; $250,001 to $1,000,000: 1% a year; Above $1,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Argus Equity Partners, LLC registered with the SEC or a state?
Argus Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 306518.
How much does Argus Equity Partners, LLC manage?
Argus Equity Partners, LLC reports $58,662,009 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (70% discretionary).
How have Argus Equity Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Argus Equity Partners, LLC: Regulatory assets under management: $39,450,000 in the October 2021 data and $58,662,009 in the October 2026 data, up 49%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Argus Equity Partners, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (160); high net worth individuals (17).
Which custodians does Argus Equity Partners, LLC use?
Argus Equity Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Argus Equity Partners, LLC report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306518
What changed in Argus Equity Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $53,247,419 to $58,662,009 (+10%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $250,000 | 1.5% |
| $250,001 to $1,000,000 | 1% |
| Above $1,000,001 | 0.5% |
The brochure's wording
Portfolio Management Fees Total Assets Under Management Annual Fees $0 - $250,000 1.50% $250,001 - $1,000,000 1.00% $1,000,001 – And Up 0.50%
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$58,662,009 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $58,662,009 | 2 | March 25, 2026 |
| October 2025 | $53,247,419 | 2 | March 5, 2025 |
| October 2024 | $46,465,523 | 2 | April 11, 2024 |
| October 2023 | $39,554,557 | 1 | March 14, 2023 |
| October 2022 | $50,995,167 | 1 | February 24, 2022 |
| October 2021 | $39,450,000 | 1 | September 13, 2021 |
Regulatory assets under management: $39,450,000 in the October 2021 data and $58,662,009 in the October 2026 data, up 49%.
Total employees: 1 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $53,247,419 to $58,662,009 (+10%).
- January 2026
- No longer registered or notice-filed in FL, PA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Argus Equity Partners, LLC (CRD 306518): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/argus-equity-partners-llc-306518