{"url":"https://nivawealth.com/firms/angelus-investment-consulting-281413","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281413","regulatoryAum":226001767,"crd":"281413","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5303505","suffix":null,"lastName":"DOMENECH MACIAS","firstName":"JAIME","middleName":null},{"crd":"6390683","suffix":null,"lastName":"ROSA GANDARA","firstName":"ANDRES","middleName":"MIGDOEL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-03-21","regulatoryAum":197278937,"clients":15,"employees":2,"offices":1},{"filedOn":"2025-07-30","regulatoryAum":184145902,"clients":18,"employees":2,"offices":1},{"filedOn":"2026-03-17","regulatoryAum":226001767,"clients":30,"employees":2,"offices":1}],"secFileNumber":"801-129349","legalName":"Angelus Investment Consulting, Inc.","displayName":"Angelus Investment Consulting","slug":"angelus-investment-consulting-281413","website":"https://angelusinvestment.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida corporation","fiscalYearEnd":"December","headquarters":{"street":"2100 Ponce De Leon BLVD., Ste. 960","city":"Coral Gables","state":"FL","stateName":"Florida","country":"United States","postalCode":"33134"},"tradeNames":[],"registration":{"secApproved":"12 January 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":8547020.076923076,"staff":{"employees":2,"advisory":2,"brokerDealerReps":2,"insuranceAgents":1,"promoters":2},"aum":{"regulatory":226001767,"discretionary":98837522,"discretionaryAccounts":52,"nonDiscretionary":127164245,"nonDiscretionaryAccounts":15,"wrapProgram":null,"nonUsClientsPct":99,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":14,"regulatoryAum":3108687},{"label":"High-net-worth individuals","clients":12,"regulatoryAum":219113835},{"label":"Other investment advisers","clients":1,"fewerThan5":true,"regulatoryAum":141791},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":3637454}],"feePrograms":[{"role":"main","program":"Portfolio Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019956","versionId":1019956,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-17","documentName":"ADV PART 2A-ANGELUS INVESTMENT CONSULTING, INC.","fee_rate_low":1,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Financial planning is a fixed fee of $2,500 to $250,000, 30% in advance, or hourly at $150 to $2,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019956","versionId":1019956,"submittedOn":"2026-03-17","documentName":"ADV PART 2A-ANGELUS INVESTMENT CONSULTING, INC."},{"role":"other","program":"Pension Consulting Asset-Based Fees","summary":"Pension consulting asset-based fees use the same 1.00% to 2.00% schedule as portfolio management.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019956","versionId":1019956,"submittedOn":"2026-03-17","documentName":"ADV PART 2A-ANGELUS INVESTMENT CONSULTING, INC."}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:17:13.21092+00:00","documents":[{"name":"ADV PART 2A-ANGELUS INVESTMENT CONSULTING, INC.","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019956","versionId":1019956,"submittedOn":"2026-03-17"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=864173","versionId":864173,"submittedOn":null}]},"custodians":[{"name":"Citigroup Global Markets Inc.","shortName":"Citigroup Global Markets","location":"New York, NY","smaAssets":48296335},{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":128811888},{"name":"Axos Clearing LLC","shortName":"Axos Clearing","location":"Omaha, NE","smaAssets":32658089}],"custodyNote":"Angelus Investment Consulting does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jaime Domenech Macias","title":"President/Chief Compliance Officer","crd":"5303505"}],"ownership":[{"label":"Jaime Domenech Macias","detail":"President/chief compliance officer in the 75% or more ownership band and a control person, since May 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2100 Ponce De Leon BLVD., Ste. 960","city":"Coral Gables","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-928-1551","stateRegisteredReps":2,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":66},{"label":"Investment grade corporate bonds","percent":4},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":27},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"17 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281413/PDF/281413.pdf","brochureDate":"17 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019956","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Angelus Investment Consulting have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Angelus Investment Consulting offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Angelus Investment Consulting charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Angelus Investment Consulting use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Angelus Investment Consulting have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Angelus Investment Consulting invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Angelus Investment Consulting?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Angelus Investment Consulting get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Angelus Investment Consulting?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 17 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}