# 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.

- CRD: 306518
- Filed as: ARGUS EQUITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306518
- AdvisorCensus page: https://advisorcensus.com/firm/argus-equity-partners-llc-306518

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $58,662,009
- Discretionary: $40,960,500
- Non-discretionary: $17,701,509

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $21,664,819 |
| High net worth individuals | 17 | $36,997,190 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TN, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306518

### Websites listed on Form ADV (Item 1.I)
- aep-ria.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $39,450,000 | 1 | September 13, 2021 |
| October 2022 | $50,995,167 | 1 | February 24, 2022 |
| October 2023 | $39,554,557 | 1 | March 14, 2023 |
| October 2024 | $46,465,523 | 2 | April 11, 2024 |
| October 2025 | $53,247,419 | 2 | March 5, 2025 |
| October 2026 | $58,662,009 | 2 | March 25, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Argus Equity Partners, LLC (CRD 306518): Form ADV filing data as of October 2026.