AdvizorPro

Angelus Investment Consulting, Inc.

Angelus Investment Consulting, Inc.. CRD 281413

A

CRD: 281413

Angelus Investment Consulting, Inc.

Coral Gables, FL, 33134
3059281551
www.angelusinvestment.com/en
$226.0M Total AUM
$98.8M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
10 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Axos · Citibank · Interactive Brokers · JP Morgan
Clients
Retail and Institutional
Platforms
Harbor
Established Date
11-04-2015
Office Locations
1

Office Locations

2100 Ponce DE Leon Blvd. Ste. 960 Coral Gables FL

About Angelus Investment Consulting, Inc.

Angelus Investment Consulting is an independent RIA in Coral Gables, FL providing wealth management and financial planning focused on protecting clients’ net worth for individuals and institutions in the U.S. and abroad. Portfolios are built primarily with ETFs and public funds, complemented by fixed income and other vehicles as appropriate. Client accounts can be supported through custodial platforms including Pershing and Interactive Brokers, with online access.

Team overview

-- AVG AGE
$113.0M AVG AUM / ADVISOR
$7.5M AVG AUM / CLIENT
6.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

Full visibility includes strategy notes for signal focus value.
See the complete signal summary connected to harbor.
See the complete signal summary connected to ember insight.
Full visibility includes strategy notes for legacy catalyst timber.
Unlock to see real insight on foundation pathway.
Unlock to see real insight on focus insight beacon.
Premium access reveals conviction themes in signal harbor value.
Unlock to see real insight on capital insight prime.

Asset Classes

Harbor wave Foundation Oak beacon Summit

Custodian

Focus fusion Foundation Radial Bridge Matrix radial Oak foundation Capital horizon

Investment Themes

Beacon ember Signal bridge Focus

Investment Vehicles

Quantum optima

Platform

Delta

Services

Wave wave Summit Catalyst Alpha timber Quantum Catalyst legacy

Technology

Focus

Owner & Executives

J

JAIME DOMENECH MACIAS

Chief Compliance Officer, President

CRD
#5303505
Ownership
75% or more
(985) 405-7854
peak.signal@eaglecapital.com
in linkedin.com/in/beacon-focus

Showing 1 of 1 owners & executives

Unlock all

Contacts

A

ANDRES MIGDOEL ROSA GANDARA

--

CRD
#6390683
(879) 979-6322
north.quantum@eaglecapital.com
in linkedin.com/in/alpha-horizon

Showing 1 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-14-2023
03-21-2024
08-22-2025
03-17-2026
Category Assets AVG. Account size
Discretionary $98,837,522 $1,900,722
Non-Discretionary $127,164,245 $8,477,616
Total $226,001,767 $3,373,161

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $226,001,767

$226.0M Total SMA
Equity - Exchange:
15.7%
Public Funds:
14.4%
Corporate - Investment Grade:
32.4%
Cash:
8.7%
Corporate - Non-Investment Grade:
28.8%
Asset class Assets Assets %
Equity - Exchange $684,965,441 15.7%
Public Funds $628,248,557 14.4%
Corporate - Investment Grade $1,413,559,253 32.4%
Cash $379,566,836 8.7%
Corporate - Non-Investment Grade $1,256,497,114 28.8%
Total $4,362,837,201 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform