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Red Oak Financial Group
RED OAK FINANCIAL GROUP is an SEC-registered investment adviser in TOWSON, MD, registered since 2015. The firm manages $1.0 billion in assets, with $617...
Overview
RED OAK FINANCIAL GROUP is an SEC-registered investment adviser in TOWSON, MD, registered since 2015. The firm manages $1.0 billion in assets, with $617 million on a discretionary basis. It has 20 employees and 6 investment advisers. RED OAK FINANCIAL GROUP was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-10-15, it reported 20 employees; 1,885 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Red Oak Financial Group?
No named principals or investment decision-makers are publicly associated with Red Oak Financial Group. The firm's leadership remains unidentified in public records and financial publications.
Does Red Oak Financial Group participate in direct deals or fund commitments?
No direct investments, fund commitments, or co-investments have been reported in public sources. The firm's investment approach is not documented.
What investment stages does Red Oak Financial Group target?
No target investment stages have been disclosed. There is no available information on stage preference, from venture capital to buyout or credit.
Which sectors does Red Oak Financial Group focus on?
Sector preferences are not publicly known. No sector tags or industry focuses have been mentioned in any verifiable source.
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