AUMdb

Argyle Capital Management, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 106576 · SEC file 801-19780 · Center Valley, PA · www.argylecapital.net
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$356M
Discretionary
$356M
Clients
65
Avg AUM / client
$5.5M
Accounts
136
Employees
3

AUM over time

$191M $356M
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 26, 2026

Investments (13F portfolio — 137 positions, $307,719,674)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Microsoft Corp COM $9,903,898 26,755 3.22% 2.78%
2 Lilly Eli & Co COM $9,903,164 10,767 3.22% 2.78%
3 Mc Kesson Corp COM $9,063,781 10,474 2.95% 2.55%
4 Jp Morgan Chase & Co COM $8,656,835 29,429 2.81% 2.43%
5 Rtx Corporation COM $7,967,349 41,303 2.59% 2.24%
6 Merck & Co Inc COM $7,556,137 62,816 2.46% 2.12%
7 Caterpillar Inc Del COM $7,338,937 10,359 2.38% 2.06%
8 Pnc Finl Svcs Group Inc COM $7,168,701 34,450 2.33% 2.02%
9 Amgen Inc COM $6,815,686 19,371 2.21% 1.92%
10 Johnson & Johnson COM $6,269,642 25,649 2.04% 1.76%
11 Cisco Sys Inc COM $6,033,088 77,756 1.96% 1.7%
12 Deere & Company COM $6,029,000 10,703 1.96% 1.7%
13 International Business Mach COM $5,850,083 24,135 1.9% 1.64%
14 Chevron Corporation COM $5,453,470 26,358 1.77% 1.53%
15 Intel Corp COM $5,175,346 117,275 1.68% 1.46%
16 Conoco Phillips COM $4,899,048 37,114 1.59% 1.38%
17 Pulte Group Inc COM $4,703,342 39,991 1.53% 1.32%
18 Bank Of America Corp COM $4,596,735 94,292 1.49% 1.29%
19 Emerson Elec Co COM $4,444,722 33,924 1.44% 1.25%
20 At&T Inc COM $4,419,393 152,445 1.44% 1.24%
21 Bristol Myers Squibb Co COM $4,319,946 71,227 1.4% 1.21%
22 Pfizer Inc COM $4,264,678 151,876 1.39% 1.2%
23 Verizon Communications COM $4,224,230 84,148 1.37% 1.19%
24 Enbridge Inc COM $4,209,872 77,759 1.37% 1.18%
25 General Mtrs Corp COM $4,084,016 54,819 1.33% 1.15%

Top 25 of 137 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 18 $4.7M 1.31%
High net worth individuals 47 $351M 98.7%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Carpenters Pension Fund Of Illinois Board Of Trustees Of Carpenters Pension Fund Of Illinois Downers Grove, IL 2024

People (7)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Peter Kinsley Miller Managing Partner/Chief Investment Officer Jan 2012 (15y) 25% – 50%
Eichenlaub, Theodore, Edward Partner/Chief Compliance Officer Sep 2024 (2y) 25% – 50%
Matthew Thomas Resch Partner CFA Sep 2024 (2y) 10% – 25%
Miller, James, Mc Pherson Partner Sep 2024 (2y) 10% – 25%
Resch, Michael, E Partner Sep 2024 (2y) 10% – 25%
James Macpherson Miller, Iii Registered representative Aug 1991 (35y)
Dawn Elizabeth Marx Registered representative Mar 2025 (1y)

Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Carpenters Pension Fund Of Illinois Board Of Trustees Of Carpenters Pension Fund Of Illinois 5,031 $2.3B 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 906 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Other fees
  • CONSULTING OR ADMINISTRATIVE FEES

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients
  • Other services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗