ANGEVINE FINANCIAL GROUP, LLC

Overview

Angevine Financial Group, LLC operates as an individual‑owned limited liability company whose primary business activity is insurance brokerage. The firm appears to structure client engagements around hourly charges and other non‑asset based fees rather than traditional AUM‑driven billing. It is not positioned as a capital allocator and does not present itself as an active ESG investor or multi‑state advisory platform. Industry relationships include accountants and insurance companies, suggesting the firm focuses on insurance solutions and coordinated planning with tax and insurance partners rather than running extensive discretionary investment programs. The firm lists allocations to real estate alternatives, which indicates a willingness to source or recommend third‑party real estate managers or vehicles for clients. Given the lack of reported client AUM and the hourly fee model, Angevine Financial Group likely provides advisory, planning and insurance placement services with occasional referrals or structured access to external real estate investments rather than operating a full scale discretionary portfolio management shop.

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