# RED OAK CAPITAL ADVISORS

RED OAK CAPITAL ADVISORS of FUQUAY VARINA, NC is an SEC-registered investment adviser.

## Registration

- CRD: 159665
- Type: SEC-registered investment adviser
- Location: 604 N MAIN ST, FUQUAY VARINA, NC, 27526
- Phone: 919-745-8858
- Latest filing: 2026-03-26
- Regulatory AUM: $10.2M
- Discretionary AUM: $2.6M
- Non-discretionary AUM: $7.6M
- Clients: 1
- Accounts: 19

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159665/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159665/similar
- Related entities: https://search.stillhousedata.com/firm/159665/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159665

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.