Angel Oak Capital Advisors, LLC
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.
Latest 13F Filing Activity
Angel Oak Capital Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 34 equity positions with a total 13F market value of $71M. The fund increased holdings in Ishares TR, SPDR Series Trust, Umb Finl Corp. among other positions. Angel Oak Capital Advisors, LLC reduced exposure to Angel Oak Funds Trust, Angel Oak Funds Trust, Patriot Natl Bancorp Inc. among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AOHY | ANGEL OAK FUNDS TRUST | 26.37% | $18.7M | 1,675,875 | $11.01 | $11.14 | -$4.1M |
M MBS | ANGEL OAK FUNDS TRUST | 17.04% | $12.1M | 1,396,532 | $8.53 | $8.64 | -$5.5M |
H HYG | ISHARES TR | 5.40% | $3.8M | 47,400 | $80.65 | $80.65 | +$3.8M |
J JNK | SPDR SERIES TRUST | 5.33% | $3.8M | 38,800 | $97.27 | $97.27 | +$3.8M |
R RITM | RITHM CAPITAL CORP | 4.53% | $3.2M | 283,870 | $10.83 | $11.29 | -$45.4K |
Industry Allocation
Investment Team (14)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Analyst | Atlanta, GA , United States | |
 | Chief Portfolio Strategist | Atlanta, GA , United States | |
J James Hentges | Senior Portfolio Manager | Kirkland, WA , United States | |
P Penelope Young | Portfolio Analyst | Atlanta, GA , United States | |
 | Portfolio Manager | New York, NY , United States | |
 | Portfolio Manager | New York, NY , United States | |
B Berkin Kologlu | Portfolio Manager | New York, NY , United States | |
 | Portfolio Analyst | Atlanta, GA , United States | |
C Cheryl Pate | Senior Portfolio Manager | Atlanta, GA , United States | |
 | Senior Portfolio Analyst | Corps Trader (Financials Sub-Debt) | Atlanta, GA , United States |