RED OAK ADVISORS LLC

RED OAK ADVISORS LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 288289). Regulatory assets under management: $4.8M.

Registration

• CRD: 288289
• Type: Registered investment adviser
• Location: 5100 POPLAR AVE, MEMPHIS, TN, 38137
• Phone: 901-258-4914
• Latest filing: 2026-03-31
• Regulatory AUM: $4.8M
• Discretionary AUM: $4.5M
• Non-discretionary AUM: $350K
• Clients: 1
• Accounts: 179

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288289 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search