SEC Form ADV · CIK 1844567

RED OAK FINANCIAL GROUP

Firm profile: Red Oak Financial Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMD
$1.0B
Assets Under Management
20
Employees
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Registration Details

CIK
1844567
Accession
crd-166912
Location
TOWSON, MD
Filing Date
July 17, 2026
AUM
$1.0B
Institutional Clients
151
Employees
20
Amendment
No

Client Types

IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

RED OAK FINANCIAL GROUP is a registered investment adviser headquartered in TOWSON, MD, managing approximately $1.0B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.