# Red Oak Investment Solutions LLC

> Red Oak Investment Solutions LLC is a state-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated August 7, 2025.

- CRD: 327025
- Filed as: RED OAK INVESTMENT SOLUTIONS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Alabama
- Filing period: October 2026
- Form ADV filing dated: August 7, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327025
- AdvisorCensus page: https://advisorcensus.com/firm/red-oak-investment-solutions-llc-327025

## Quick answers

**How is Red Oak Investment Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Red Oak Investment Solutions LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Red Oak Investment Solutions LLC registered with the SEC or a state?**
Red Oak Investment Solutions LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327025.

**Does Red Oak Investment Solutions LLC 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/327025

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- 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 Investment Solutions LLC (CRD 327025): Form ADV filing data as of October 2026.