Angel Light Capital
Firm details
- Headquarters
- ,
- CRD number
- 332254
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Angel Light Capital is a small, independent registered investment adviser that focuses on serving individual and family clients with fee-based financial planning and portfolio management. The firm offers a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and supplements advisory work with educational seminars and workshops. Its stated activity set and asset mix point to an equity-oriented, boutique practice that emphasizes direct portfolio management for a limited client base rather than institutional or pension consulting work. The adviser is not positioned as an ESG-focused manager and operates as a single-state, single-office business under individual ownership. With a compact client roster, the firm appears to manage tailored, discretionary relationships rather than operating a high-volume advisory model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Katherine Woo
Chief Compliance OfficerCRD 6588975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations