RED OAK FINANCIAL GROUP, LLC
Doing business as RED OAK FINANCIAL GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,040,249,413
Discretionary
$616,703,187
Non-discretionary
$423,546,226
Firm details
- CRD number
- 166912
- SEC file number
- 801-80860
- Main office
- TOWSON, MD, United States
- Employees
- 20
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.