RED OAK ADVISORS LLC

Overview

Red Oak Advisors LLC is a small, independent registered investment adviser that focuses on individual and family clients. The firm operates as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its stated preference is equities, with exchange-traded instruments forming the bulk of portfolio exposures. Services combine fee-based portfolio oversight (percentage of AUM), hourly planning work, and fixed-fee engagements, which suggests a mix of ongoing asset management and standalone planning relationships. The investment approach tilts toward liquid public markets—exchange-traded equities dominate the asset mix—while the firm also allocates to third-party alternatives, principally real estate. As an independent RIA, Red Oak positions itself to construct portfolios using custodial platforms and outside managers rather than relying on proprietary product shelves.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices