A complete list of active advisors currently associated with Angel Light Capital
Warmer can help you find a great advisor at Angel Light Capital or one who fits your needs even better.
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.
To learn more about the advisors currently working at Angel Light Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Forest Hills, NY
| 3
|
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