ANGEL OAK CAPITAL ADVISORS, LLC

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

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 $10,374,449,774 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 78 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151090
SEC#	801-70670
Assets Managed by Firm	$10,374,449,774
No. of Clients	49
No. of Advisors	78

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	49	$10,374,449,774
Pension and profit sharing plans	Fewer than 5 clients	$1,642,098,308
Other investment advisers	Fewer than 5 clients	$25,663,596
Corporations or other businesses	Fewer than 5 clients	$31,620,524

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