Be advised. This firm is no longer registered.

Red Oak Capital Management, Inc.

Red Oak Capital Management, Inc. (CRD# 284188) is a financial advisory firm headquartered in Oak Brook, IL. They manage $85,012,321 in 687 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1415 W 22nd Street, Tower Floor, Oak Brook, IL 60523
https://www.redoakcapitalmanagement.com
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    687
    ACCOUNTS
  • Average Account Value
    $123,744
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Red Oak Capital Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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