# Red Oak Capital Advisors

> Red Oak Capital Advisors is a state-registered investment advisory firm in Salmon, ID, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 159665
- Filed as: RED OAK CAPITAL ADVISORS
- Legal name: Red Oak Capital Advisors, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salmon, ID
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159665
- AdvisorCensus page: https://advisorcensus.com/firm/red-oak-capital-advisors-salmon-id-159665

## Quick answers

**How is Red Oak Capital Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Red Oak Capital Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Red Oak Capital Advisors located?**
Red Oak Capital Advisors' principal office is in Salmon, ID, according to its Form ADV.

**Is Red Oak Capital Advisors registered with the SEC or a state?**
Red Oak Capital Advisors is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159665.

**How much does Red Oak Capital Advisors manage?**
Red Oak Capital Advisors reports $10,220,455 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (26% discretionary).

**What types of clients does Red Oak Capital Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (19).

**Does Red Oak Capital Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159665

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,220,455
- Discretionary: $2,614,826
- Non-discretionary: $7,605,629

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $8,470,313 |
| High net worth individuals | Fewer than 5 | $1,750,142 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Oak Capital Advisors (CRD 159665): Form ADV filing data as of October 2026.