Angel Oak Capital Advisors Llc

Financial Advisor in Milton, GA

Firm Info
Address: 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone: (678) 736-7760

Firm Size
Assets Under Management: $17.4 billion
# of Advisors: 30
# of Clients: 47
Client to Advisor Ratio: 2:1
Average Account Size: $369.5 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management Investment Company
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Banking Institutions
  • Investment Companies
  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Other Investment Advisors
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

Get Connected with a Financial Advisor

* required fields

Angel Oak Capital Advisors, LLC Overview

Angel Oak Capital Advisors, LLC is a fee-based investment advisory firm established in 2009 and headquartered in Atlanta, GA. The firm is solely focused on providing investment advice to its clients and offers portfolio management services to individuals, small businesses, investment companies, and institutional clients. The firm's investment approach is tailored to meet individual client needs and risk tolerance, with a focus on delivering long-term capital appreciation. Angel Oak Capital Advisors, LLC offers a range of portfolio management services, including customized investment strategies for individuals and small businesses, as well as portfolio management of pooled investment vehicles. Additionally, the firm provides portfolio management services to businesses and institutional clients, with a focus on creating and managing investment portfolios that align with their unique needs and goals. As a fee-based firm, Angel Oak Capital Advisors, LLC is committed to transparency, providing full disclosure of all fees associated with its services. The firm's goal is to ensure that clients receive the highest level of personalized service, investment expertise, and transparency in their investment advisory services, enabling them to achieve their financial goals. With over a decade of experience and a focus on customized investment strategies, Angel Oak Capital Advisors, LLC has established a strong reputation as a trusted partner in investment management.

ANGEL OAK CAPITAL ADVISORS, LLC is a reputable advisory firm that caters to various types of clients. Among its clients are banking institutions, investment companies, pooled investment vehicles, pension or profit sharing plans, other investment advisors, insurance companies, and other corporation types not listed. With years of experience, ANGEL OAK CAPITAL ADVISORS, LLC has developed a comprehensive understanding of the unique financial needs and objectives of these different clients. The firm's expert consultants utilize their extensive knowledge and expertise to provide tailored solutions for each client. When it comes to fee structures, ANGEL OAK CAPITAL ADVISORS, LLC offer several options depending on the services provided. One of the typical models is a percentage of assets under management (AUM) fee structure, which is common in the investment management industry. This model requires the clients to pay fees in proportion to the value of their assets under management. Another fee structure is the fixed fees model, where the clients pay a predetermined fixed amount for specific services over a specified period. Finally, the firm also offers a performance-based fee structure, which bases the fees paid on achieving pre-agreed performance benchmarks. ANGEL OAK CAPITAL ADVISORS, LLC's flexible fee structures enable them to work with clients who have specific financial goals and objectives and meet their unique requirements.

Typical Clients, Fee Structures & Investment Minimum

According to the note in ANGEL OAK CAPITAL ADVISORS, LLC's Part 2 Brochure, the firm's lowest minimum initial investment is $1,000. This means that new investors must be willing to commit at least this amount of money to participate in the firm's investment services. No other information about investment minimums is provided in the brochure, so it's unclear if there are other investment options with higher minimums. However, for those who are able and willing to meet the $1,000 minimum, they can feel confident that they will be able to access ANGEL OAK CAPITAL ADVISORS, LLC's investment opportunities.

How This Office Can Help Milton, GA Residents

Angel Oak Capital Advisors LLC is a leading investment firm that provides comprehensive financial management services to their clients in Milton, GA. They specialize in offering tailor-made solutions to individuals and businesses, helping them navigate their specific financial challenges and reach their goals. For individuals in Milton, GA, Angel Oak Capital Advisors LLC can provide guidance on retirement planning. Many people often face unpredictable financial situations and are unsure about how to plan for their retirement. Angel Oak Capital Advisors LLC helps identify investment opportunities and helps clients develop a strategy for achieving their financial goals. They also offer estate planning services, helping individuals ensure that their assets and finances are protected and will be distributed in the manner they see fit after passing away. With their expertise and experience, Angel Oak Capital Advisors LLC can be an invaluable partner for anyone looking to improve their financial situation in Milton, GA.

To view the Minimum Investment and Fee Schedule for Angel Oak Capital Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Angel Oak Capital Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Angel Oak Capital Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients


This Office Location

Firm location 12600 Deerfield Pkwy, Alpharetta, GA 30004, USA
Phone (678) 736-7760
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 3344 PEACHTREE ROAD, SUITE 1725, ATLANTA, GA 30326, United States

This firm has no other locations.

State Registrations

Angel Oak Capital Advisors, LLC is registered to service clients in the following states:

  • Delaware
  • Georgia
  • Washington

Disciplinary History

Angel Oak Capital Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs