Data / Investment advisers / Georgia / Angel Oak Capital Advisors, LLC
Angel Oak Capital Advisors, LLC, Atlanta, GA: $11.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Angel Oak Capital Advisors, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $11.5 billion in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include investment companies, pooled investment vehicles and insurance companies. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 9 private funds.
The request: Watch Angel Oak Capital Advisors, LLC (CRD number 151090): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 151090
- SEC file number
- 801-70670
- SEC status
- Approved, effective October 14, 2009
- Main office
- 980 Hammond Drive Suite 200, Atlanta, GA 30328
- Phone
- (404) 953-4900
- Regulatory AUM
- $11,493,913,535 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $11,346,334,955
- Non discretionary AUM
- $147,578,580
- Accounts
- 39
- Employees
- 78, of which 24 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 9: 9 hedge funds
- Gross assets of private funds
- $1,729,634,688
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 11 | $6.90 billion |
| Pooled investment vehicles | 13 | $1.90 billion |
| Insurance companies | 10 | $1.44 billion |
| Pension and profit sharing plans | Fewer than 5 | $1.05 billion |
| Banking or thrift institutions | Fewer than 5 | $141.6 million |
| Other investment advisers | Fewer than 5 | $60 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $11.49 billion | March 31, 2026 |
| December 1, 2025 | $10.21 billion | November 25, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| HB Wealth | Atlanta | $30.16 billion | 24 | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | $28.64 billion | Not listed | adviserinfo.sec.gov |
| Osaic Advisory Services, LLC | Atlanta | $15.48 billion | Not listed | adviserinfo.sec.gov |
| Ira Group, Inc. | Atlanta | $15.42 billion | Not listed | adviserinfo.sec.gov |
| Atlanta Consulting Group Advisors, LLC | Atlanta | $14.70 billion | Not listed | adviserinfo.sec.gov |
| Asset Preservation Advisors, LLC | Atlanta | $11.05 billion | Not listed | adviserinfo.sec.gov |
| Advisory Services Network | Atlanta | $10.60 billion | Not listed | adviserinfo.sec.gov |
| Openarc Corporate Advisory, LLC | Atlanta | $10.09 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Angel Oak Capital Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.