Red Oak Financial Group

Overview

Red Oak Financial Group is an SEC registered investment adviser based in Towson, MD, registered since 2015. It reports $1B in assets under management across 1,885 accounts, with 20 employees. It has 7 investment adviser representatives.

Reported AUM

$1B

Discretionary

59%

Accounts

1,885

Average account

$552K

Employees

20

Advisory reps

7

Registered since

2015

Jurisdictions

11

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Christopher Patrick Compton Chief Compliance Officer, Managing Member CRD 2946906

Advisory reps 3 of 7

• Christopher P Compton Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2946906
• Robert Lester Compton Jr. Registered Rep · Investment Adviser Rep CRD 860283
• Robert Lloyd Dimarino Jr. Registered Rep · Investment Adviser Rep CRD 6461863

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

403 Allegheny Ave
Towson, MD 21204

County

Baltimore

Metro area

Baltimore-Columbia-Towson, MD

Region

South

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: redoak1978.com

Every state, with registration dates

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