Angel Oak Capital Advisors, LLC
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Overview
Angel Oak Capital Advisors, LLC operates as a financial advisory firm that has its headquarters in Atlanta, Georgia. Angel Oak Capital Advisors, LLC controls $12.2 billion in assets under management throughout 52 accounts, making it one of the biggest firms in the country by assets under management (AUM). The company has an average-sized team, including 29 financial advisors. Angel Oak Capital Advisors, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments like stocks, bonds and options.
Angel Oak Capital Advisors, LLC administers the majority of the firm's client assets on a discretionary basis. Discretionary management means that transaction choices are made by a portfolio manager without requiring the client's consent. The company also oversees one non-discretionary accounts with a total of $82.2 million in assets under management. The advisory firm's typical account size is $234.5 million. The average financial advisor at Angel Oak Capital Advisors, LLC administers around two client accounts, making it one of the most individualized advisor firms in the country.
The company's headquarters is located at 3344 Peachtree Road, Atlanta, Georgia 30326. It is allowed to provide services to investors across a number of states, including Delaware, Washington and Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Angel Oak Capital Advisors, LLC by the Numbers
$12.2 billion
82
52
$234.5 million
Fee Structure
Fees for financial advice are based on which services the firm provides the client. However, fees billed by Angel Oak Capital Advisors, LLC likely include some blend of the following fee structures: asset-based, fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Angel Oak Capital Advisors, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company works with investment companies, pooled investment vehicles and insurance companies. Out of its 52 clients, Angel Oak Capital Advisors, LLC's biggest client group is pooled investment vehicles. Around 29% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Angel Oak Capital Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Angel Oak Capital Advisors, LLC
Loveland, OH
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
New York, NY
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