Red Oak Capital Management

Every Investor Has A Story To Tell

At Red Oak Capital Management, we are writing the next chapter of wealth preservation and generation-powered by intelligence. We are dynamic, disruptive, opportunistic and innovative. We are writing a story that will become your legacy.

Red Oak Capital Management is a leading investment firm that provides a wide range of financial services. Our client base is substantial and diverse, which includes companies, nonprofits, and individuals. Founded in 2016, the firm is headquartered in Chicago, IL. Our team is made up of seasoned managers and experienced entrepreneurs from a variety of backgrounds and disciplines, who collaborate as partners to help foster innovative ideas into successful businesses.