Angel Light Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Angel Light Capital provides discretionary investment management and financial planning to individuals, high-net-worth individuals, and businesses, constructing portfolios primarily from exchange-traded funds, individual stocks, and bonds. The firm also offers educational seminars and workshops on investing and personal finance for groups at no charge, and provides financial planning either as a stand-alone engagement or as part of wealth management.
The firm’s investment approach is primarily long-term and grounded in fundamental analysis, with portfolios monitored for rebalancing, tax-loss harvesting, and opportunistic reallocations or cash hedges as conditions warrant. While the adviser generally seeks low-cost ETF exposures, the brochure notes that it may select share classes with higher internal expense ratios to avoid trading costs and may retain legacy positions for tax or portfolio-fit reasons.
Angel Light Capital is a solo advisory practice managing approximately $581,767 in discretionary assets across a very small client base, a scale that contrasts with many peers offering similar services. Noteworthy operational features include free public workshops and a policy to credit financial planning fees toward wealth management fees if a client engages the firm within one year, which may influence how prospective clients evaluate its service model.
Client services
Expertise
Fee options
Financial planning services annual fee of $5,000 billed quarterly; $2,000 flat fee for accounts below $100,000 for wealth management
$0 - $99,999: Flat fee of $2,000 $100,000 - $499,999: 2.00% annually $500,000 - $2,999,999: 1.50% annually $3,000,000+: 1.00% annually
Account minimum: $100,000 (waivable at Advisor's discretion); accounts below $100,000 subject to $2,000 flat fee Minimum fee: $2,000 flat fee for accounts below $100,000 Fee-only: Wealth management fees based on assets under management; Financial planning services offered for an annual fee of $5,000 billed quarterly, credited if client engages wealth management within one year
Main office
Forest Hills NY
Advisors at this office
1
Most active in
New York
Also doing business as
Angel Light Capital · Angel Light Capital Corp.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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