Angelus Investment Consulting provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Angelus Investment Consulting reports 30 clients. They include 14 individual clients, 12 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 43.7% ($98.8M across 52 accounts) are managed with discretion; $127M across 15 accounts are not. Of its clients, 99% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 1% |
| High-net-worth individuals | 40% | 97% |
| Other investment advisers | 3% | <1% |
| Corporations and other businesses | 10% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 14 | $3.11M | 1.4% | $222K |
| High-net-worth individuals | 12 | $219M | 97.0% | $18.3M |
| Other investment advisers | Fewer than 5 | $142K | 0.1% | $142K |
| Corporations and other businesses | Fewer than 5 | $3.64M | 1.6% | $1.21M |
| Total | 30 | $226M | 100% | — |
- Clients
- 14
- Regulatory AUM
- $3.11M
- AUM share
- 1.4%
- Avg. per client
- $222K
- Clients
- 12
- Regulatory AUM
- $219M
- AUM share
- 97.0%
- Avg. per client
- $18.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $142K
- AUM share
- 0.1%
- Avg. per client
- $142K
- Clients
- Fewer than 5
- Regulatory AUM
- $3.64M
- AUM share
- 1.6%
- Avg. per client
- $1.21M
Total
- Clients
- 30
- Regulatory AUM
- $226M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 99%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Angelus Investment Consulting charges 1.00%–2.00% a year for its Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of $2,500 to $250,000, 30% in advance, or hourly at $150 to $2,000.
- Pension Consulting Asset-Based Fees
- Pension consulting asset-based fees use the same 1.00% to 2.00% schedule as portfolio management.
Jaime Domenech Macias owns 75% or more of Angelus Investment Consulting. The leadership team of Angelus Investment Consulting includes President Jaime Domenech Macias. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- 2 soliciting firms
- Owns 75% or more of Angelus Investment Consulting, Inc.
Jaime Domenech Macias
Control person · since May 2015
Angelus Investment Consulting’s regulatory assets grew from $197M (March 2024) to $226M (March 2026); clients rose from 15 to 30 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $226M | 30 | 2 | 1 |
| Jul 2025July 2025 | $184M | 18 | 2 | 1 |
| Mar 2024March 2024 | $197M | 15 | 2 | 1 |
Besides its headquarters, Angelus Investment Consulting has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 2100 Ponce De Leon BLVD., Ste. 960, Coral GablesHQ
Contact and registration details
- Legal name
- Angelus Investment Consulting, Inc.
- Headquarters
- 2100 Ponce De Leon BLVD., Ste. 960, Coral Gables, FL 33134
- Website
- angelusinvestment.com
- Phone
- 305-928-1551
- SEC file
- 801-129349
- Structure
- Florida corporation
- Fiscal year end
- December
Angelus Investment Consulting’s named custodians for separately managed accounts are J.P. Morgan ($129M, 61%), Citigroup Global Markets ($48.3M, 23%) and Axos Clearing ($32.7M, 16%). Angelus Investment Consulting does not have custody of client assets.
- Citigroup Global MarketsCitigroup Global Markets Inc. · New York, NY · $48.3M23%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $129M61%
- Axos ClearingAxos Clearing LLC · Omaha, NE · $32.7M16%
At year end, Angelus Investment Consulting’s separately managed accounts were mostly in stocks (66%) and funds (27%).
What the accounts hold
- Stocks66%
- Funds27%
- Bonds5%
- Investment grade corporate bonds4%
- High-yield corporate bonds1%
- Cash2%
How many clients does Angelus Investment Consulting have?
Angelus Investment Consulting has 30 clients and manages $226 million for them, as of March 2026. They include 14 individual clients, 12 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 March 2026
What services does Angelus Investment Consulting offer?
Angelus Investment Consulting provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Angelus Investment Consulting charge?
Angelus Investment Consulting charges 1.00%–2.00% a year for its Portfolio Management. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A-ANGELUS INVESTMENT CONSULTING, INC., filed 17 March 2026
Which custodians does Angelus Investment Consulting use?
Angelus Investment Consulting’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $129M, Citigroup Global Markets Inc. (New York, NY), with $48.3M and Axos Clearing LLC (Omaha, NE), with $32.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 March 2026
How many financial advisors does Angelus Investment Consulting have?
Angelus Investment Consulting has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Angelus Investment Consulting invest in?
At the end of its last fiscal year, Angelus Investment Consulting’s separately managed accounts held 66% exchange-traded equities, 27% registered funds (mutual funds, ETFs, BDCs), 4% investment grade corporate bonds, 2% cash and equivalents and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Angelus Investment Consulting?
Angelus Investment Consulting’s direct owner is Jaime Domenech Macias (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 March 2026
How does Angelus Investment Consulting get paid?
Angelus Investment Consulting is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Angelus Investment Consulting?
Angelus Investment Consulting’s main office is at 2100 Ponce De Leon BLVD., Ste. 960, Coral Gables, FL 33134. Its phone number is 305-928-1551. Its website is angelusinvestment.com.