$1.0B Total AUM
$616.7M Disc. AUM
15.1% 3Y CAGR
20 Employees
1,202 ADV. Clients
13 yrs Firm Age
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- Custodian
- LPL Financial · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-2013
- Office Locations
- 1
Office Locations
403 Allegheny Avenue Towson MD
About RED OAK Financial Group
Red Oak Financial Group focuses on retirement and legacy planning—helping working and retired clients build reliable income and make assets last, while supporting multi-generation family goals. The firm emphasizes a collaborative, fiduciary-minded team approach and offers education such as small group Social Security sessions. Serving clients since 1978.
Team overview
42 AVG AGE
$173.4M AVG AUM / ADVISOR
$865.4K AVG AUM / CLIENT
5.3 yrs AVG TENURE
20 Employees
6 Advisory Reps
6 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTOPHER PATRICK COMPTON
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2946906
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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ROBERT LESTER COMPTON JR
--
- CRD
- #860283
Available
Available
Available
ROBERT LLOYD DIMARINO Jr.
--
- CRD
- #6461863
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $616,703,187 | $352,000 |
| Non-Discretionary | $423,546,226 | $3,184,558 |
| Total | $1,040,249,413 | $551,856 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
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| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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