A complete list of active advisors currently associated with Red Oak Capital Advisors

Warmer can help you find a great advisor at Red Oak Capital Advisors or one who fits your needs even better.

Red Oak Capital Advisors is a small independent registered investment adviser serving individuals, trusts, estates, and business entities, managing roughly $10.2 million for a limited client base. The firm provides investment management (both discretionary and non-discretionary), financial planning, and consulting services typical of solo practitioners. The firm’s investment approach begins with strategic asset allocation and fundamental analysis to build a baseline portfolio that is customized and periodically rebalanced to client objectives. A notable operational feature is that the majority of assets are managed on a non-discretionary basis, so many clients must approve transactions rather than cede full trading authority to the adviser. The firm is affiliated with an accounting practice and its principal maintains CPA and financial planning credentials, providing tax and accounting services separately for additional compensation; the two entities may refer clients to each other, which the brochure identifies as a potential conflict of interest (no referral fees are paid). The combination of an active accounting affiliation, a predominance of non-discretionary assets, and a small, closely held client roster is uncommon among independent, solo-advisor firms.

To learn more about the advisors currently working at Red Oak Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.