RED OAK FINANCIAL GROUP, LLC
C36
CRD 166912·SEC 801-80860·TOWSON, MD
AUM
$1.04B
$1B+
Est. Revenue
$10.4M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$25.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $363.5M
'21 · $449.1M
'22 · $529.3M
'23 · $621.9M
'25 · $836.8M
'26 · $1.04B
'20'26
$363.5M → $1.04B▲ +186%
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 6 advisors
'25 · 7 advisors
'26 · 6 advisors
'20'26
9 advisors → 6 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.