RIA Intel›Advisers›Tennessee›RED OAK ADVISORS LLC

RED OAK ADVISORS LLC

Advisory

MEMPHIS, TN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$27K
across 179 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$5M
Discretionary %
92.8%
Clients
61
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$350K
Discretionary %92.8%
Total Clients61
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMS, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

BANK M INVESTMENT CENTER, INC.
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$5M
J. H. SHOEMAKER ADVISORY CORPORATION
GERMANTOWN, TN
$5M
-86.9% 1Y
STELLAR ASSETS L.L.C.
MEMPHIS, TN
$4M
NOMAD FINANCIAL ADVISORS LLC
KNOXVILLE, TN
$4M
INFINITUS WEALTH MANAGEMENT LLC
NASHVILLE, TN
$6M
TECH FINANCIAL PLANNING, LLC
$4M

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