Angel Light Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$581,767
Clients
2
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$290,884
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
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
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 location
Angel Light Capital
Forest Hills NY, United States
Number of offices
1
Most active in
Angel Light Capital has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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