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Angel Oak Capital Advisors, LLC

CIK:0001613158
Asset Manager
$10B AUM
34 holdings
Atlanta, GA, United States
Founded:2009
74 employees
Latest filing:Jun 30, 2025

Angel Oak Capital Advisors, LLC is a U.S.-based investment management firm headquartered in Atlanta, Georgia. The firm offers fixed-income investment solutions, specializing in mortgage-backed and asset-backed securities as well as structured credit. Founded in 2009, Angel Oak Capital Advisors manages investment vehicles including mutual funds, interval funds, private funds, and separate accounts primarily for institutional investors, financial advisors, and individuals. The firm employs around 74 professionals, with a significant portion focused on investment management and research.

Investment Strategy

Angel Oak Capital Advisors focuses on public and private fixed income markets, with a particular expertise in mortgage-backed securities (MBS), asset-backed securities, and other structured credit products. Their investment philosophy combines rigorous credit analysis, active portfolio management, and diversified sector allocation. The firm aims to generate attractive risk-adjusted returns by capitalizing on inefficiencies within structured credit and mortgage markets, using both fundamental and quantitative approaches to security selection and portfolio construction. They serve institutional and retail clients through a suite of differentiated investment products.

Top Buys
H
HYGISHARES TR
+$3.8M
J
JNKSPDR SERIES TRUST
+$3.8M
U
UMBFUMB FINL CORP
+$449.5K
F
FCNCAFIRST CTZNS BANCSHARES INC N
+$422.3K
F
FUNCFIRST UTD CORP
+$273.5K
Top Sells
M
MBSANGEL OAK FUNDS TRUST
-$5.5M
A
AOHYANGEL OAK FUNDS TRUST
-$4.1M
P
PNBKPATRIOT NATL BANCORP INC
-$2.1M
K
KINSKINGSTONE COS INC
-$1.6M
I
INDBINDEPENDENT BK CORP MASS
-$438.6K

Top Holdings

A
AOHYANGEL OAK FUNDS TRUST
+26.4%$18.7M
M
MBSANGEL OAK FUNDS TRUST
+17.0%$12.1M
H
HYGISHARES TR
+5.4%$3.8M
J
JNKSPDR SERIES TRUST
+5.3%$3.8M
R
RITMRITHM CAPITAL CORP
+4.5%$3.2M

Equity Positions (34)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AOHY
ANGEL OAK FUNDS TRUST26.37%$18.7M1,675,875$11.01$11.14-$4.1M
M
MBS
ANGEL OAK FUNDS TRUST17.04%$12.1M1,396,532$8.53$8.64-$5.5M
H
HYG
ISHARES TR5.40%$3.8M47,400$80.65$80.65+$3.8M
J
JNK
SPDR SERIES TRUST5.33%$3.8M38,800$97.27$97.27+$3.8M
R
RITM
RITHM CAPITAL CORP4.53%$3.2M283,870$10.83$11.29-$45.4K

Industry Allocation

STATE COMMERCIAL BANKS
+12.7%
REAL ESTATE INVESTMENT TRUSTS
+11.5%
NATIONAL COMMERCIAL BANKS
+9.3%
SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED
+3.0%
FIRE, MARINE & CASUALTY INSURANCE
+3.0%