SEC Form ADV · CIK 1844567

RED OAK FINANCIAL GROUP

Registered Investment AdviserMD
$1.0B
Assets Under Management
1,885
Total Clients
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Registration Details

CIK
1844567
Accession
CRD-166912
Location
TOWSON, MD
Filing Date
May 26, 2026
AUM
$1.0B
Total Clients
1,885
Amendment
No

About this Adviser

RED OAK FINANCIAL GROUP is a registered investment adviser headquartered in TOWSON, MD, managing approximately $1.0B in assets across 1,885 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.