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DA

Dale C. Angus

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CRD#: 6189923
DA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dale C. Angus, who also goes by Dale Angus, Dale Anthony Cabanaz Angus, was a registered financial professional .

Dale is a previously registered financial professional and started their career in finance in 2014. Dale had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dale Angus | Dale Anthony Cabanaz Angus

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name: Golden Egg Analytics, LLC Investment-related: No Address: 1546 Solitude Way, Brentwood, CA 94513 Nature of business: Software Development Position: Sole Partner Relationship: Golden Egg Analytics, LLC develops the software used by Golden Egg Capital Management, LLC Start Date of relationship: January 2013 Approximate Hours devoted: 4 hours per day Approximate Hours devoted during securities trading hours: 0 hours per day Duties: Develop and maintain software and infrastructure

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 12, 2024 - May 10, 2025

GOLDEN EGG CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167573
Brentwood, CA
Past

June 23, 2014 - December 31, 2023

GOLDEN EGG CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167573
BRENTWOOD, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/28/2013
Uniform Investment Adviser Law Examination

Current Firm


GE
GOLDEN EGG CAPITAL MANAGEMENT, LLC
GOLDEN EGG CAPITAL MANAGEMENT, LLC

CRD#: 167573 / SEC#:

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Contact information


Main Address
Brentwood, CA
Mailing Address
Phone number
(925) 642-4780
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts4
AUM (Assets Under Management)$ 200,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GOLDEN EGG CAPITAL MANAGEMENT, LLC

CRD#: 167573

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