# Engels Investment Advisors, LLC

> Engels Investment Advisors, LLC is a state-registered investment advisory firm in Center Sandwich, NH, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 116721
- Filed as: ENGELS INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Center Sandwich, NH
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116721
- AdvisorCensus page: https://advisorcensus.com/firm/engels-investment-advisors-llc-center-sandwich-nh-116721

## Quick answers

**How is Engels Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Engels Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Engels Investment Advisors, LLC located?**
Engels Investment Advisors, LLC's principal office is in Center Sandwich, NH, according to its Form ADV.

**Is Engels Investment Advisors, LLC registered with the SEC or a state?**
Engels Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 116721.

**How much does Engels Investment Advisors, LLC manage?**
Engels Investment Advisors, LLC reports $30,750,000 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (0% discretionary).

**What types of clients does Engels Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (17).

**Does Engels Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116721

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $30,750,000
- Discretionary: $0
- Non-discretionary: $30,750,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 17 | $30,750,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2001 (25 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, ME, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Engels Investment Advisors, LLC (CRD 116721): Form ADV filing data as of October 2026.