|
⚲
|
| Keyboard |
| Red Oak Financial Group LLC
✚
|
|
|---|---|
| CRD # | 166912 |
| SEC # | 801-80860 |
| CIK # | 0001844567 |
| AUM | 1,040.2 M (2026-05-26) |
| Employees | 20 (30% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-321-0168 |
| Address | 403 Allegheny Avenue Towson, MD 21204 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 13.3 | ||
| Amazon Com Inc | 2.3 | ||
| Apple Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,051 | 615.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 151 | 423.5 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,885 | 1,040.2 |
| By Discretionary | ||
| Discretionary | 1,752 | 616.7 |
| Non-Discretionary | 133 | 423.5 |
| Total | 1,885 | 1,040.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,040.2 | |
| Total | 1,885 | 1,040.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844567] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 1,045.8 M |
|
Marble Wealth LLC
✚
|
AL | 1,045.2 M |
|
Fitzroy Investment Advisors LLC
✚
|
FL | 1,043.0 M |
|
Violich Capital Management
✚
|
CA | 1,039.0 M |
|
Whalerock Point Partners LLC
✚
|
FL | 1,038.3 M |
|
Rogers Wealth Group Inc
✚
|
TX | 1,038.1 M |
|
Rodgers Brothers Inc
✚
|
PA | 1,037.5 M |
|
Fierston Financial Group Inc
✚
|
CT | 1,035.6 M |
|
William Mack & Associates Inc
✚
|
MI | 1,034.6 M |
|
Gould Asset Management LLC
✚
|
CA | 1,034.5 M |