Angel Oak Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $11.5B in regulatory assets under management, 78 employees, 2 offices, and 39 accounts.
Assets Under Management
$11.5B
Employees
78
Offices
2 offices
Total Clients
34
Primary office
ATLANTA, GA
980 HAMMOND DRIVE, SUITE 200, ATLANTA, GA, United States
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 38.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
38.2%
13
2
Investment Cos.
32.4%
11
3
Insurance Cos.
29.4%
10
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.5Bas of March 31, 2026
Discretionary98.7%
$11.3B
99% of total RAUM98.7%
Non-discretionary1.3%
$148M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$11.5B
Total Accounts39
10Y AUM Change+$5.0B (+76.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees78
Clients per Employee0:1
10Y Employee Change+14 (+21.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.