# Red Oak Financial Group

Red Oak Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://redoakfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/redoak-financial-group

## Regulatory record

- **CRD number:** 166912
- **SEC file number:** 801-80860
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166912

## About

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.

## 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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- [Prudent Management Associates](https://altss.com/profile/prudent-management-associates)
- [Simplexity Investment Management](https://altss.com/profile/simplexity-investment-management-llc)

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Last updated: 2026-07-06T01:24:24.037Z

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