A
Argus Efficient Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$150,377
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
10
60% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$15,038
About
Argus Efficient Capital provides discretionary portfolio management to individuals, high‑net‑worth individuals, and other investment advisers, preparing individualized Investment Policy Statements and implementing dynamic asset-allocation strategies primarily through ETFs and mutual funds. The firm documents clients’ risk tolerances and seeks written discretionary authority to select securities and execute transactions on their behalf.
The firm’s approach combines modern portfolio theory with quantitative and technical analysis and employs both long‑term and short‑term trading to pursue target allocations, with account reviews at least monthly and regular reporting to clients. It states a fiduciary standard for retirement accounts and describes policies intended to allocate investment opportunities and transactions fairly among its clients.
AEC’s brochure highlights that it acts as a subadviser to unaffiliated advisers — a service relatively uncommon among independent firms — and that it requires client accounts to be held at Interactive Brokers LLC or Schwab Institutional. While performance‑based fees are sometimes seen among a small subset of peers, AEC’s current disclosure expressly states it does not accept performance‑based compensation.
Client services
Portfolio management
Subadviser services
Expertise
Passive / index investing
Fee options
$0+: 0.5% annually (Founder Fee) $0+: 1.00% annually (All other assets)
Account minimum: $20,000 Fee-only: 0.5% annually for Founder assets; 1.00% annually for all other assets
Main office location
Argus Efficient Capital, LLC
Westfield IN, United States
Number of offices
1
Most active in
Argus Efficient Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")