RED OAK CAPITAL ADVISORS

Overview

Red Oak Capital Advisors operates as an independent registered investment adviser focused on individuals, families and small-business clients. The firm combines financial planning and portfolio management with accounting services, and charges clients through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Its structure and client mix suggest a boutique practice that leans on third-party managers and pooled vehicles rather than a large in-house investment platform. The firm does not position itself as an ESG investor, is not a multi-state adviser, and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices