ANGEL OAK CAPITAL ADVISORS, LLC

CRD 151090File 801-70670

APPROVED

Custody

Disclosure events

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$11.49B

Top 10% of cohort (national)

Discretionary AUM

$11.35B

Non-discretionary $147.6M

Clients

39 accounts

Employees

Top 10% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Oct 14, 2009
Principal office: 980 HAMMOND DRIVE, SUITE 200, ATLANTA, GA, 30328
Phone: 404-953-4900
Website: https://x.com/angeloakcap

Assets & accounts

ADV Item 5F

Total regulatory AUM: $11.49B
Discretionary AUM: $11.35B
Non-discretionary AUM: $147.6M
Discretionary accounts: 37
Non-discretionary accounts: 2
Total accounts: 39
AUM per client: $338.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Insurance companies	10	$1.44B
Investment companies	11	$6.90B
Other investment advisers	Fewer than 5	$60.0M
Pooled investment vehicles	13	$1.90B
Banking or thrift institutions	Fewer than 5	$141.6M
Pension and profit sharing plans	Fewer than 5	$1.05B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11
Q11C1
Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.