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ANGEL OAK CAPITAL ADVISORS, LLC

3344 Peachtree Road
Suite 1725
Atlanta, Georgia 30326
Tel: 404-953-4900

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About ANGEL OAK CAPITAL ADVISORS, LLC

ANGEL OAK CAPITAL ADVISORS, LLC, formally registered with the SEC as ANGEL OAK CAPITAL ADVISORS, LLC. The firm was established in 10/14/2009. They have over 3 offices throughout the country.

ANGEL OAK CAPITAL ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $12,195,563,266 assets under management, offering retirement planning & investment advisory services to 52 clients. The firm is staffed with 82 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151090
SEC#801-70670
Assets Managed by Firm$12,195,563,266
No. of Clients52
No. of Advisors82

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total52$12,195,563,266
Pension and profit sharing plansFewer than 5 clients$2,517,282,147
Other investment advisersFewer than 5 clients$24,906,022
Corporations or other businessesFewer than 5 clients$29,977,196

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