Disclosures & ADV

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Entity disclosure

Angelus operates as an investment adviser registered with the State of Texas (Texas State Securities Board). Tax preparation services are provided through an affiliated CPA firm. Investment advisory services and tax services are distinct, regulated separately, and each has its own engagement terms.

Form ADV

Our Form ADV Part 2A and Part 2B are available on request and at [IAPD / adviserinfo.sec.gov link placeholder]. We encourage every prospective client to read them carefully.

No guarantee of performance

Past performance is not indicative of future results. Investment involves risk, including possible loss of principal. No information on this site constitutes a recommendation to buy or sell any security.

Not legal or tax advice

Content on this site is for informational purposes only and does not constitute legal, accounting, or tax advice for any specific person. Please consult with a qualified professional regarding your individual situation.