A
Archangel Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$990,574
Clients
9
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
9
Very LowAverage account size
$110,064
About
Archangel Investment Management provides discretionary, fee‑based investment management and personalized portfolio solutions mainly for individual clients, charging fees based on assets under management. Services described in the brochure include establishing asset allocation, selecting managers or models, implementing trades, and providing ongoing monitoring and client communication.
The firm uses both fundamental and technical analysis to construct diversified portfolios across equities, fixed income, real assets and cash, employing mutual funds, ETFs, individual securities and options as appropriate to client objectives. Accounts are typically managed on a discretionary basis under written investment guidelines with periodic rebalancing and a stated account minimum subject to exceptions.
Noteworthy aspects for a small independent adviser include the managing member’s CAIA credential and the firm’s solicitor/TAMP relationship with Global View Capital Management, LTD, which it may use alongside in‑house management or third‑party sub‑advisers. The brochure also discloses operational features such as relationships with multiple custodians (Interactive Brokers and TD Ameritrade Institutional), an affiliation with Sierra Victor Management & Consulting (a non‑investment consulting business under common control), and a Chapter 7 bankruptcy petition filed by the managing member in 2010 that was discharged in 2011.
Client services
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Real estate investing
Fee options
1% per annum (0.8333% monthly, payable in arrears on last business day of each month)
Account minimum: $25,000 (generally, but subject to discretion and exceptions) Fee-only: Management fee only; no commissions or other compensation
Most active in
Archangel Investment Management has reported serving >5 clients in these states in the last 12 months.
Georgia
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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