Red Oak Capital Advisors
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities42%
- Cash & Cash Equivalents6%
- Other3%
- Investment Grade Corp Bonds2%
Contacts
1 of 1
James Minor
Staff AccountantCRD 4262219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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