R
$10.2M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
14 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-11-2012
- Office Locations
- 1
Office Locations
604 N Main ST Fuquay Varina NC
About RED OAK Capital Advisors
RED OAK Capital Advisors is a Fuquay Varina-based RIA. The firm has been operating for 14 years. Managing $10.2M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR.
Team overview
50 AVG AGE
$10.2M AVG AUM / ADVISOR
$537.9K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES ROBINSON MINOR
Chief Compliance Officer, President
- CRD
- #4262219
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,614,826 | -- |
| Non-Discretionary | $7,605,629 | -- |
| Total | $10,220,455 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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