Red Oak Capital Advisors

RIASEC Registered
Total AUM
$10.2M
Discretionary
$2.6M
26% of AUM
Avg account
$538K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
Salmon, Idaho
CRD number
159665
Custodians
CUSTODY SERVICES TO RIAS
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals82.88%
  • HNWI17.12%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Red Oak Capital Advisors is an independent, privately owned registered investment adviser that serves individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses with accounting-related services. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. The firm does not position itself as a capital allocator, is not identified as an active ESG investor, and operates as a single-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 46%, Exchange Traded Equities 42%, Cash & Cash Equivalents 6%, Other 3%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%46%
  • Public Funds/Mutual Funds46%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents6%
  • Other3%
  • Investment Grade Corp Bonds2%

Contacts

1 of 1
  • James Minor

    James Minor

    Staff AccountantCRD 4262219

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Salmon, ID

Lemhi

Location

Salmon, ID

Headquartered in Salmon, ID, in the West of the United States.

Region
West
County
Lemhi
Address
1107 Main St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth