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William Chase Eldredge

ANGEL OAK CAPITAL ADVISORS, LLC·ATLANTA, Georgia
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3344 PEACHTREE ROAD, ATLANTA, GA 30326CRD# 7655117Firm CRD# 151090
01

About

William Chase Eldredge is a registered financial advisor based in ATLANTA, Georgia, affiliated with ANGEL OAK CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ANGEL OAK CAPITAL ADVISORS, LLC
ANGEL OAK CAPITAL ADVISORS, LLC
AUM
$10.4B
Regulatory assets under management
Employees
78
Total firm employees
View all advisors at ANGEL OAK CAPITAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7655117
Firm CRD# 151090
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Chase Eldredge offer?
William Chase Eldredge specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are William Chase Eldredge's credentials?
William Chase Eldredge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Chase Eldredge located?
William Chase Eldredge is based in ATLANTA, Georgia, working with ANGEL OAK CAPITAL ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does William Chase Eldredge charge for services?
William Chase Eldredge's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANGEL OAK CAPITAL ADVISORS, LLC?
ANGEL OAK CAPITAL ADVISORS, LLC has approximately 78 employees and manages $10.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ATLANTA
Tomika B King — CARDEA CAPITAL ADVISORS, LLCLu Chang — ANGEL OAK CAPITAL ADVISORS, LLCSidney Hawkins Gargiulo — COVEY CAPITAL ADVISORS, LLCWilliam Joseph Harris — BIP EQUITY MANAGEMENT, LLCTheodore Irving Bowden — SUNTRUST ADVISORY SERVICES, INC.
Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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