# Red Oak Advisors

Red Oak Advisors is a Bank / Wealth / Trust based in Fuquay Varina, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fuquay Varina, United States
- **Region:** North America
- **Address:** Memphis, TN, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** redoakadvisorsllc.com

## Regulatory record

- **CRD number:** 159665
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/159665

## About

Red Oak Advisors is a registered investment advisor headquartered in Memphis, Tennessee. The firm provides advisory services to high-net-worth individuals, trusts, estates, and corporations. Its listed services encompass portfolio management and financial planning. Its client emphasis spans individuals and institutional actors including trusts and corporate accounts. Publicly available information does not disclose the firm’s assets under management, team size, or specific operational milestones. The firm maintains a limited digital footprint, with its website offering a high-level description of its services without naming principals or detailing recent investments.

## Questions

### Who are the principals of Red Oak Advisors?

The firm does not publicly name its principals or key investment decision-makers on its website.

### What is Red Oak Advisors' assets under management?

Red Oak Advisors does not publicly disclose its assets under management.

### What types of clients does Red Oak Advisors serve?

The firm states it offers advisory services to high-net-worth individuals, trusts, estates, and corporations.

### What investment strategies does Red Oak Advisors employ?

Specific investment strategies, asset-class allocations, and portfolio construction methodologies are not publicly detailed by the firm.

### Does Red Oak Advisors participate in direct co-investments or fund commitments?

There is no publicly available information on the firm's approach to direct co-investments or fund commitments.

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- [RedNest Partners](https://altss.com/profile/rednest-partners)
- [REDO Ventures](https://altss.com/profile/redo-ventures)

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Last updated: 2026-08-11T02:43:31.692Z

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