Angelus Investment Consulting, Inc.
- Regulatory AUM
- $226M
- Discretionary
- $98.8M
- Clients
- 30
- Avg AUM / client
- $7.5M
- Accounts
- 67
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $3.1M | 1.38% |
| High net worth individuals | 12 | $219M | 97.0% |
| Other investment advisers | 1 | $142K | 0.06% |
| Corporations and other businesses | 3 | $3.6M | 1.61% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jaime Domenech Macias | President/Chief Compliance Officer | May 2015 (11y) | 75% or more | |
| Andres Migdoel Rosa Gandara | Registered representative | Nov 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- J.P. Morgan $129M (57% of AUM) Mar 2026
- Citibank $50.5M (27% of AUM) Mar 2026
- Citigroup Global Markets Inc. $48.3M (21% of AUM) Mar 2026
- Axos Clearing $32.7M (14% of AUM) Mar 2026
- Pershing $6.7M (4% of AUM) Mar 2026
- Interactive Brokers $2.7M (1% of AUM) Mar 2026
- Citibanamex $1.1M (1% of AUM) Mar 2026
- Inbursa $600K (0% of AUM) Mar 2026
- Bbva Bancomer $12.8K (0% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗