About Angel Oak Capital Advisors, LLC
Angel Oak Capital Advisors, LLC is a financial advisory firm that specializes in providing guidance and management of assets for clients. With over 10 years of experience in the industry, the firm prides itself on its team of expert advisors and financial professionals who are dedicated to helping clients achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides tailored investment strategies to meet individual client needs
- Offers comprehensive financial planning services
- Utilizes cutting-edge technology and research to inform investment decisions
- Ensures transparency and open communication with clients
- Offers a diverse range of financial services and products
Facts and Insights:
As of the latest publicly available data, here are some facts and insights about Angel Oak Capital Advisors, LLC:
- Assets Under Management: $12.5 billion (as of 2020)
- Number of Advisors: 20
- Time in Business: Over 10 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $12.5 billion (as of 2020) | 20 | Over 10 years |
Financial Services Offered:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
- Alternative Investments
- And more
Client Types:
Angel Oak Capital Advisors, LLC proudly serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Trusts and estates
- And more
Fees & Compensation:
Angel Oak Capital Advisors, LLC is a fee-based firm, meaning that the majority of its compensation comes from the fees charged to clients for its services. These fees may include:
- Percentage of assets under management
- Hourly or flat-rate fees for financial planning services
- Commissions from product sales (if applicable)
- Performance-based fees
Background:
Angel Oak Capital Advisors, LLC was founded in 2008 and is headquartered in Atlanta, Georgia. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent financial advisory firm.
Financial Advisor Disclosures to Know:
When working with any financial advisor, it is important to understand their potential conflicts of interest and any disciplinary actions that may have been taken against them. As of the latest publicly available data, Angel Oak Capital Advisors, LLC has no disclosures to report.