Argus Investors' Counsel provides portfolio management for individuals and small businesses and portfolio management for institutions.
Argus Investors' Counsel reports 303 clients. They include 274 individual clients, 21 other investment advisers and 8 high-net-worth individuals. Of its assets, 100.0% ($137M across 285 accounts) are managed with discretion. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 68% |
| High-net-worth individuals | 3% | 18% |
| Pension and profit-sharing plans | Fewer than 5 | 11% |
| Charitable organizations | Fewer than 5 | 4% |
| Other investment advisers | 7% | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 274 | $92.7M | 67.5% | $338K |
| High-net-worth individuals | 8 | $24M | 17.5% | $3.01M |
| Pension and profit-sharing plans | Fewer than 5 | $15M | 10.9% | — |
| Charitable organizations | Fewer than 5 | $5.54M | 4.0% | — |
| Other investment advisers | 21 | $0 | 0.0% | $0 |
| Total | 303 | $137M | 100% | — |
- Clients
- 274
- Regulatory AUM
- $92.7M
- AUM share
- 67.5%
- Avg. per client
- $338K
- Clients
- 8
- Regulatory AUM
- $24M
- AUM share
- 17.5%
- Avg. per client
- $3.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $15M
- AUM share
- 10.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.54M
- AUM share
- 4.0%
- Avg. per client
- —
- Clients
- 21
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 303
- Regulatory AUM
- $137M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 0
Argus Investors' Counsel charges 0.20%–1.00% a year for its Core Equity product. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.
Fee details and sources
The Argus Research Group, Inc. owns 75% or more of Argus Investors' Counsel. It has 8 employees, 6 of them in advisory roles.
Leadership
- Kevin HealManaging Director and CCO
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Argus Investors' Counsel, Inc.
The Argus Research Group, Inc.
Control person · since November 1983
Argus Investors' Counsel’s regulatory assets fell from $244M (January 2021) to $137M (January 2026); clients rose from 131 to 303 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $137M | 303 | 8 | 1 |
| January 2025 | $164M | 266 | 9 | 1 |
| January 2024 | $143M | 294 | 7 | 2 |
| February 2023 | $128M | 291 | 7 | 2 |
| January 2022 | $168M | 209 | 6 | 2 |
| January 2021 | $244M | 131 | 6 | 2 |
Besides its headquarters, Argus Investors' Counsel has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 61 Broadway, Suite 1910, New YorkHQ
Other business names
Argus Investors' Counsel has reported 1 other business name to the SEC.
- Argus Research Company
Contact and registration details
- Legal name
- Argus Investors' Counsel, Inc.
- Headquarters
- 61 Broadway, Suite 1910, New York, NY 10006-2761
- Website
- argusinvest.com
- Phone
- 212-425-7500
- @58149
- SEC file
- 801-2423
- Structure
- New York corporation
- Fiscal year end
- October
Argus Investors' Counsel uses Fidelity ($86.7M, 66%) and Charles Schwab ($44.6M, 34%) as custodians for its separately managed accounts. Argus Investors' Counsel does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $86.7M66%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $44.6M34%
At year end, Argus Investors' Counsel’s separately managed accounts were mostly in stocks (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $130M across 106 positions; the largest are Applied Materials Inc. (5.9%), Nvidia Corp. (4.3%) and Alphabet Inc. (4.2%).
What the accounts hold
- Stocks92%
- Funds4%
- Bonds3%
- Cash1%
Reported 13F holdings
- $130M
- Reported 13F value
- 106
- Positions
- 38.7%
- In the 10 largest
- +15.5%
- Value vs. prior quarter
- Applied Materials Inc.5.9%
- Nvidia Corp.4.3%
- Alphabet Inc.4.2%
- Quanta Services Inc.4.1%
- Eli Lilly And Company3.7%
- Analog Devices Inc.3.6%
- Apple Inc.3.5%
- JPMORGAN Chase & Co3.4%
- Costco Wholesale Corp.3.1%
- Trane Technologies PLC2.9%
Together, the ten largest are 38.7% of reported value.
How many clients does Argus Investors' Counsel have?
Argus Investors' Counsel has 303 clients and manages $137 million for them, as of January 2026. They include 274 individual clients, 21 other investment advisers and 8 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 January 2026
What services does Argus Investors' Counsel offer?
Argus Investors' Counsel provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Argus Investors' Counsel charge?
Argus Investors' Counsel charges 0.20%–1.00% a year for its Core Equity product. The fee is billed in arrears, is negotiable and requires an account of at least $100,000.
Source: ARGUS INVESTORS' COUNSEL, INC., filed 22 January 2026
Which custodians does Argus Investors' Counsel use?
Argus Investors' Counsel’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $86.7M and Charles Schwab & Co., Inc. (San Francisco, CA), with $44.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 January 2026
How many financial advisors does Argus Investors' Counsel have?
Argus Investors' Counsel has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Argus Investors' Counsel invest in?
At the end of its last fiscal year, Argus Investors' Counsel’s separately managed accounts held 92% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Argus Investors' Counsel have a minimum investment?
Yes, Argus Investors' Counsel’s minimum account size for its Core Equity product is $100K.
Source: ARGUS INVESTORS' COUNSEL, INC., filed 22 January 2026
Who owns Argus Investors' Counsel?
Argus Investors' Counsel’s direct owner is the Argus Research Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 January 2026
How does Argus Investors' Counsel get paid?
Argus Investors' Counsel is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Argus Investors' Counsel?
Argus Investors' Counsel’s main office is at 61 Broadway, Suite 1910, New York, NY 10006-2761. Its phone number is 212-425-7500. Its website is argusinvest.com.