RIA Intel›Advisers›Georgia›ANGEL OAK CAPITAL ADVISORS, LLC

ANGEL OAK CAPITAL ADVISORS, LLC

Institutional

N·ATLANTA, GA

Data as of Feb 19, 2026 · Source: SEC Form ADV

Total AUM

$10.2B

1-Year AUM Growth

-14.9%

3-Year CAGR

-5.9%

Employees

25

Assets Under Management

Total AUM$10.2B

Discretionary AUM$10.1B

Non-Discretionary AUM$120M

Discretionary %98.8%

Total Clients32

Team

Total Employees25

Investment Advisers74

Employee Growth (1Y)-10.0%

Filing History

Total Filings on Record44

First FilingSep 28, 2009

Latest FilingFeb 19, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ANGEL OAK CAPITAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.