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Building 2ANGEL OAK CAPITAL ADVISORS, LLC

Map pinATLANTA, GA
Phone404-953-4900
NotebookSEC #801-70670
Total AUM
$11.5B
Employees
78
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
980 HAMMOND DRIVE
SUITE 200
ATLANTA
GA 30328
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
404-953-4900
Other Offices
2

ReceiptFinancials

Total AUM
$11.5B
Accounts
39
Discretionary
$11.3B
Accounts
37
Non-Discretionary
$147.6M
Accounts
2

ContactClients

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Banking Clients
1
AUM
$141.6M
Investment Company Clients
11
AUM
$6.9B
Pooled Vehicle Clients
13
AUM
$1.9B
Pension/Profit Sharing Plan Clients
1
AUM
$1B
Investment Advisor Clients
1
AUM
$60M
Insurance Company Clients
10
AUM
$1.4B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
DEGAWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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