Red Oak Capital Advisors

Overview

Red Oak Capital Advisors is a small, independent registered investment adviser structured as a corporation and owned by an individual. The firm’s client focus is individuals and families, and it provides financial planning and portfolio management services for individuals and small businesses. Its fee model is flexible, including a percentage-of-AUM option alongside hourly and fixed-fee arrangements. The firm also identifies accounting among its business activities and industry affiliations, suggesting overlap between tax/accounting work and investment advice. Regulatory and practice details in public filings indicate the firm does not position itself as a capital allocator, pension consultant, or multi-state advisory platform, and it does not list ESG investing as an active focus. Advisory services appear tailored to a modest client base rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives