Red Oak Capital Advisors
Red Oak Capital Advisors (CRD# 159665) is a financial advisory firm headquartered in Fuquay Varina, NC. They manage $15,456,242 in 56 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management15MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$276,004
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Red Oak Capital Advisors
1
James Minor (CRD# 4262219) is an Investment Advisor Representative working at Red Oak Capital Advisors in Fuquay Varina, NC and has over 23 years of experience in the finance industry.
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