Angel Oak Capital Advisors, LLC is a large advisory firm based in Atlanta. It manages $10.23 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Georgia.
Angel Oak Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Angel Oak Capital Advisors, LLC is $10.23 billion. The firm's AUM has grown by 19366% since the beginning of its operation, and $1 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Angel Oak Capital Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Angel Oak Capital Advisors is investment companies with 8 clients and $7.25 billion of assets under management. Among the 7 most similar advisory firms, Angel Oak Capital Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $9.82 billion for 15 clients. 10% of the firm’s clients are foreign persons or businesses.
Angel Oak Capital Advisors also advises several private funds. Namely, two hedge funds and three real estate funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.
The company employs 78 people that are either part- or full-time employees. 32 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Angel Oak Capital Advisors, LLC performs its advisory services is located at 3344 Peachtree Road, Atlanta, GA 30326, which is also the mailing address of the firm. An additional office of the firm is in Mercer Island, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-953-4900 or by fax 404-953-4988. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at angeloakcapital.com.