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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-19-2017
- Office Locations
- 1
Office Locations
About RED OAK Advisors LLC
Red Oak Advisors, LLC is a small, family-run Memphis RIA providing individualized asset-allocation and portfolio construction, using a mix of active and passive vehicles (including ETFs/index funds). The firm monitors portfolios with quarterly reviews and rebalancing guidance aligned to each client’s goals and risk tolerance. Founder William French has advised since 1987 and also maintains broker-dealer registration through Purshe Kaplan & Sterling; client access is supported via Schwab.
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Owner & Executives
WILLIAM HENRY FRENCH III
Chief Compliance Officer, President
- CRD
- #1730784
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $350,000 | -- |
| Total | $4,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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