RED OAK CAPITAL MANAGEMENT, INC.
  • RED OAK CAPITAL MANAGEMENT, INC.
  • BRITTISON FINANCIAL GROUP, INC.
  • WEALTH MANAGER AT ORGANIZE, PROTECT & GROW YOUR WEALTH LLC
  • WATCH TOWER WEALTH
  • TICE MCNINCH CAPITAL MANAGEMENT, INC.
  • RED OAK CAPITAL MANAGEMENT
  • ORGANIZE, PROTECT & GROW YOUR WEALTH LLC
  • ISLAND FINANCIAL ADVISORS
  • FIRST WEALTH ADVISORY, INC.
  • CARDINAL WEALTH PARTNERS

Adviser Profile

As of Date 11/05/2023
Registration status Terminated
ADV Location OAK BROOK, IL, United States
Contact Info (63 xxxxxxx
Websites
AUM* 85,012,321 -63%
of that, discretionary 85,012,321 -63%
Number of Employees 10 -33%
of those in investment advisory functions 8 -27%
Private Fund GAV* 0
Avg Account Size 123,744 -33%
% High Net Worth 19.89% 89%
SMA’s Yes
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Commissions

Reported AUM

231M 198M 165M 132M 99M 66M 33M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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