Red Oak Financial Group
Towson, MD·SEC-registered · CRD #166912
Red Oak Financial Group is an SEC-registered investment advisory firm in Towson, MD managing $1.0B across 2.0k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
2.0k
Advisory staff
6
Fee model
Fee-based
How Red Oak Financial Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Red Oak Financial Group
How much does Red Oak Financial Group manage?
Per its most recent SEC Form ADV filing (05/26/2026), Red Oak Financial Group reports $1.0B in regulatory assets under management across roughly 2.0k client accounts.
How does Red Oak Financial Group charge?
Red Oak Financial Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Red Oak Financial Group a fiduciary?
Yes. Red Oak Financial Group is registered with the U.S. Securities and Exchange Commission (CRD #166912), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Red Oak Financial Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Red Oak Financial Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Towson, MD
Profile compiled from Red Oak Financial Group's public SEC Form ADV filing (CRD #166912, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Red Oak Financial Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Red Oak Financial Group? Claim this profile.