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- Custodian
- Fidelity/NFS ยท Stifel
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-23-2000
- Office Locations
- 2
Office Locations
About Angell Capital Management, LLC
Angell Capital Management is a Midwest-based wealth manager serving small business owners and executives across the region and beyond. The team provides comprehensive financial planning and investment management for major milestones, from education and retirement to tax-aware decisions. Portfolios emphasize diversified asset allocation using mutual funds and ETFs, with fixed income as needed, and custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT EDWARD ANGELL
Chief Compliance Officer, Managing Member, President
- CRD
- #2920053
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JASON DIETRICH SANDFORT
Financial Planner
- CRD
- #5211166
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $109,275,000 | -- |
| Total | $109,275,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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