RIA Intel›Advisers›Pennsylvania›ARGOSY CAPITAL GROUP, LLC

ARGOSY CAPITAL GROUP, LLC

Fund Manager

N·WAYNE, PA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Total AUM

$3.5B

1-Year AUM Growth

+7.0%

3-Year CAGR

+25.6%

Employees

51

Assets Under Management

Total AUM$3.5B

Discretionary AUM$2.8B

Non-Discretionary AUM$632M

Discretionary %81.7%

Total Clients47

Team

Total Employees51

Investment Advisers72

Employee Growth (1Y)+23.7%

Private Funds

Number of Private Funds47

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record37

First FilingFeb 14, 2012

Latest FilingJan 22, 2026

🔒 Full AUM trend chart and 37 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARGOSY CAPITAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.