Engels Investment Advisors, LLC

Overview

Engels Investment Advisors, LLC is a small, client-focused advisory firm that manages separately managed accounts for individuals and small businesses. The firm’s model emphasizes active portfolio management delivered on a non‑discretionary basis, which means clients retain trading authority and the adviser implements strategies with client approval. Investment activity is concentrated in publicly traded equities, with the adviser showing a clear preference for exchange‑traded instruments as the core exposure. The firm charges fees as a percentage of assets under management and positions itself to serve a limited number of higher‑balance households rather than broad retail distribution. Given the compact client base and single‑office structure, the investment approach appears tailored and direct: equity-centric portfolios held in SMAs and executed through exchange‑listed vehicles, supplemented by targeted allocations to real estate through third‑party managers. The firm is not an active ESG investor and does not operate as a multistate adviser, which reinforces its boutique, locally focused profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices