ANGART & CO.

Overview

Angart & Co. is a small, independent registered investment adviser that concentrates on individualized planning and portfolio management for individuals and small businesses. The firm tilts heavily toward equities, with a clear preference for non-exchange traded equity holdings. Its advisory cadence blends ongoing discretionary management with project-based work, reflected in a fee mix of asset-based fees and hourly charges. With a compact client base, the firm appears to operate as a high-touch practice that manages concentrated equity positions and supplements those with pooled products where appropriate. The firm’s stated activities focus on financial planning and portfolio management rather than institutional offerings or multi-state advisory complexity. Angart & Co. is not flagged as an active ESG investor and does not report allocations to external capital allocator programs. Custody and execution are centralized through a single custodian relationship, which supports a streamlined operational model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices