Angel Oak Capital Advisors, LLC

Registered investment adviser · Atlanta, GA · CRD #151090

Form ADV data as of 2026-09-01

Regulatory assets

$11.49 billion

Total accounts

Employees

Disclosure events

Firm details

Website: https://x.com/angeloakcap
Telephone: 404-953-4900
SEC file number: 801-70670
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 4 disclosure questions answered Yes, covering 7 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a false statement or omission
SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$11.35 billion
Non-discretionary regulatory assets under management	$147.6 million
Total regulatory assets under management	$11.49 billion
Discretionary accounts	37
Non-discretionary accounts	2
Total accounts	39
Regulatory assets under management attributable to non-U.S. persons	$1.14 billion

People

Total employees (excluding clerical)	78
Employees performing investment advisory functions (including research)	24
Employees who are registered representatives of a broker-dealer	23
Employees registered as investment adviser representatives with a state	1
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	1
Firms or persons who solicit advisory clients on the firm's behalf	3

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$67.4 million
Clients for whom the firm has custody	1
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$2.80 billion
Clients for whom a related person has custody	14
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	29

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Other investment adviser (including financial planners)Sponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Banking or thrift institutions	Not reported	$141.6 million
Investment companies	11	$6.90 billion
Pooled investment vehicles (other than investment companies and BDCs)	13	$1.90 billion
Pension and profit sharing plans (not the participants or government plans)	Not reported	$1.05 billion
Other investment advisers	Not reported	$60.0 million
Insurance companies	10	$1.44 billion