Robert
Thompson
Angel Oak Capital Advisors, LLC
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About this Advisor
Robert Thompson is a financial advisor who works out of Loveland, Ohio with 3 years of relevant experience. Thompson currently works for Angel Oak Capital Advisors, LLC. The advisor has gained experience at Hartford Investment Financial Services, LLC, Angel Oak Capital Advisors, Foreside Fund Services, LLC and Nuveen Investments. Thompson has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Georgia. Angel Oak Capital Advisors, LLC is an advisory business based in Atlanta, GA. The firm has offices in two locations and a total of 82 advisors. It has $12 billion in assets under management among its 52 client accounts, making it one of the largest firms in the United States by assets under management. Angel Oak Capital Advisors, LLC offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules depend on the services offered. However, fee types charged by Angel Oak Capital Advisors, LLC most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Angel Oak Capital Advisors, LLC Brokerage Details
$12,195,563,266
82
52
$234,530,063
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Robert Thompson Work History
Robert has been registered as a financial advisor for 3 years.*
Angel Oak Capital Advisors
Foreside Fund Services, LLC
Nuveen Investments
Hartford Investment Financial Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Thompson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Angel Oak Capital Advisors, LLC
Atlanta, GA
Loveland, OH
Atlanta, GA
Atlanta, GA
Atlanta, GA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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