RED OAK CAPITAL ADVISORS

RED OAK CAPITAL ADVISORS of FUQUAY VARINA, NC is an SEC-registered investment adviser (CRD 159665). Regulatory assets under management: $10.2M.

Registration

• CRD: 159665
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159665 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search