Jason Sandfort
Angell Capital Management · St. Charles, Missouri
Jason Sandfort is a fee-only financial advisor at Angell Capital Management in St. Charles, Missouri, who holds the CFP credential. Jason focuses on retirement planning, estate & legacy planning and small business owners. Angell Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Angell Capital Management |
|---|---|
| Based in | St. Charles, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $109.3M across 429 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, MO, TX · CRD 5211166 |
| Exams passed | Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.angellcapital.com |
| Profile |
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Questions about Jason
Is Jason Sandfort a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Angell Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Angell Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Jason work with clients virtually?
Yes. Angell Capital Management says on its website that it works with clients remotely.
Where is Jason Sandfort based?
Jason Sandfort is based in St. Charles, Missouri.
What does Jason specialize in?
Jason's specialties include retirement planning, estate & legacy planning and small business owners. Jason works with founders and executives.
What credentials does Jason Sandfort hold?
Jason Sandfort holds the CFP credential.
Is Jason Sandfort registered with the SEC?
Yes. Jason Sandfort is registered as an investment adviser representative in IL, MO and TX (CRD 5211166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Angell Capital Management manage?
Angell Capital Management reports $109.3M across 429 accounts in assets under management.
How do I contact Jason Sandfort?
Through Jason's website, www.angellcapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Angell Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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