Engel Capital
RIAState Registered
Total AUM
$234K
Discretionary
$234K
100% of AUM
Avg account
$18K
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312646
- Website
- www.jacobengel.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals97.53%
- HNWI2.47%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Engel Capital is a limited liability company that focuses on providing portfolio management services primarily for individual and family clients. The firm operates under a fee structure that includes a percentage of assets under management and performance-based fees. Engel Capital does not engage in capital allocation or serve as a pension consultant, and it is not classified as an ESG investor. The firm is dedicated to managing portfolios for individuals and small businesses, tailoring its investment strategies to meet the unique needs of its clients.
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
- Cash & Cash Equivalents40%
- Exchange Traded Equities30%
- Sovereign Bonds20%
- Public Funds/Mutual Funds12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations