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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-28-2021
- Office Locations
- 1
Office Locations
About Engel Capital
Engel Capital is a Brooklyn-based RIA providing research-driven portfolio management focused on preserving and growing client wealth. The firm follows a value-oriented, bottom-up fundamental process—analyzing financials, competitive dynamics, and management quality—overlaid with a macro framework that considers global trends, policy, and geopolitics. Led by founder/CIO Jacob Engel, CFA (ex–Alliance Global Partners), with custody support including Schwab and Interactive Brokers.
Team overview
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Owner & Executives
Jacob Engel
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #7076438
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,825 | -- |
| Non-Discretionary | $0 | -- |
| Total | $233,825 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Sovereign Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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