IACANGELO FINANCIAL GROUP, LLC

Overview

Iacangelo Financial Group, LLC is an independent registered investment adviser that serves individual and family clients plus small businesses. The firm blends fee-based wealth management and financial planning with insurance brokerage capabilities, using both percentage-of-AUM and fixed-fee billing alongside other fee arrangements. Its advisory services include portfolio management, selection of third-party advisers and financial planning, and the firm acts as a capital allocator—placing client capital with external managers when appropriate. The firm does not position itself as an ESG investor and operates as a single-state advisor. Investment activity is concentrated in pooled public investments rather than direct equity holdings, reflecting a preference for mutual funds and similar vehicles for core exposures. At the same time, the firm supplements traditional portfolios with alternative allocations—most notably real estate, commodities and oil & gas—sourced through third-party alternative managers and paired with annuity solutions where relevant. The combination of insurance products and third-party alternatives suggests a focus on income, diversification and tailored client solutions rather than in-house private market platform building.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices