Argos Capital Partners, Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $690M
- Clients
- 65
- Avg AUM / client
- $40.2M
- Accounts
- 1,080
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 60 | $1.9B | 73.2% |
| Pooled investment vehicles (non-investment companies) | 5 | $690M | 26.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $11.0M | 0.42% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $552M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Argos Fund, Llc | Other Private Fund | Missouri | $514M | 68 |
| Spc Family Office Fund Ii, Llc | Other Private Fund | Missouri | $15.3M | 25 |
| Argos Opportunity Fund 19, Llc | Other Private Fund | Missouri | $14.0M | 24 |
| Spc Co Invest Fund Iii, Llc | Other Private Fund | Delaware | $9.3M | 23 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Vogel, Paul, Leroy | Trustee | Nov 1999 (27y) | GP / trustee / elected manager of Helen K Wetterau 1999 Irrevocable Trust No. 3 (indirect) | |
| Paul Norman Tice | Chief Compliance Officer & Managing Partner | Apr 2000 (26y) | Less than 5% | |
| Tice, Nancy, Parker | Trustee | Oct 2000 (26y) | GP / trustee / elected manager of Nancy Parker Tice Revocable Trust (indirect) | |
| Kuehnle, Richard, Timothy | Manager | Jan 2008 (19y) | ≈ 2.5% – 12.5% via Kuehnle Investments Llc | |
| Kuehnle, Angeline, Marie | Member | Jan 2008 (19y) | ≈ 2.5% – 12.5% via Kuehnle Investments Llc | |
| Robert Paul Ensor | Managing Director, Investment Management | CFA | Sep 2008 (18y) | Less than 5% |
| Scoular, Robert, Frank | Trustee | Dec 2011 (15y) | GP / trustee / elected manager of William F. Holekamp Irrevocable Trust Of 2019 (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Black Swan Investments Llc | Owner | Dec 2011 | A | 25% – 50% |
| Wetterau Ventures, Lp | Owner | Dec 2011 | A | 10% – 25% |
| Kuehnle Investments Llc | Owner | Dec 2011 | A | 10% – 25% |
| Hc Argos Holdings, Llc | Owner | May 2023 | A | 10% – 25% |
| Nancy Parker Tice Revocable Trust | Member | Dec 2007 | B | ≈ 18.75% – 50% via Black Swan Investments Llc |
| William F. Holekamp Irrevocable Trust Of 2019 | General Partner | May 2023 | B | ≈ 7.5% – 25% via Hc Argos Holdings, Llc |
| Helen K Wetterau 1999 Irrevocable Trust No. 3 | Limited Partner | Nov 1999 | B | ≈ 2.5% – 12.5% via Wetterau Ventures, Lp |
| Helen K. Wetterau 2020 Irrevocable Trust No. 1 Dated March 12, 2020 | Limited Partner | Oct 2014 | B | ≈ 2.5% – 12.5% via Wetterau Ventures, Lp |
| Helen K. Wetterau 2014 Irrevocable Trust No. 2 Dated April 8, 2014 | Limited Partner | Apr 2014 | B | ≈ 2.5% – 12.5% via Wetterau Ventures, Lp |
| Ctg Legacy Trust Company, Llc | Trustee | Mar 2020 | B | GP / trustee / elected manager of Helen K. Wetterau 2020 Irrevocable Trust No. 1 Dated March 12, 2020 (indirect) |
| W5 Family Trust Company, Llc | Trustee | Mar 2020 | B | GP / trustee / elected manager of Helen K. Wetterau 2014 Irrevocable Trust No. 2 Dated April 8, 2014 (indirect) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kuehnle, Richard, Timothy: 25% – 50% of Kuehnle Investments Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Kuehnle, Angeline, Marie: 25% – 50% of Kuehnle Investments Llc × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Nancy Parker Tice Revocable Trust: 75% – 100% of Black Swan Investments Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- William F. Holekamp Irrevocable Trust Of 2019: 75% – 100% of Hc Argos Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Helen K Wetterau 1999 Irrevocable Trust No. 3: 25% – 50% of Wetterau Ventures, Lp × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Helen K. Wetterau 2020 Irrevocable Trust No. 1 Dated March 12, 2020: 25% – 50% of Wetterau Ventures, Lp × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
- Helen K. Wetterau 2014 Irrevocable Trust No. 2 Dated April 8, 2014: 25% – 50% of Wetterau Ventures, Lp × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
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.
Private funds (4, $552M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Argos Fund, Llc | Other Private Fund | $514M | $0 | 68 |
| Spc Family Office Fund Ii, Llc | Other Private Fund | $15.3M | $0 | 25 |
| Argos Opportunity Fund 19, Llc | Other Private Fund | $14.0M | $0 | 24 |
| Spc Co Invest Fund Iii, Llc | Other Private Fund | $9.3M | $0 | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/17/2026 | 2.06 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $1.9B (73% of AUM) Apr 2026
- Consolidated Financial Investments, Inc. $323M (44% of AUM) Dec 2018
- RBC $17.9M (1% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 17, 2026.
View current Form ADV (SEC/IAPD) ↗