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ARGUS EQUITY PARTNERS, LLC
CRD 306518File 801-121610
APPROVED
Retail clients
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$58.7M
Bottom 25% of cohort (national)
Discretionary AUM
$41.0M
Non-discretionary $17.7M
Clients
177
177 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jun 25, 2021
- Principal office
- Not reported
- Phone
- 716-838-5504
- Website
- https://AEP-RIA.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $58.7M
- Discretionary AUM
- $41.0M
- Non-discretionary AUM
- $17.7M
- Discretionary accounts
- 170
- Non-discretionary accounts
- 7
- Total accounts
- 177
- AUM per client
- $331K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $37.0M |
| Individuals (other than high net worth individuals) | 160 | $21.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.