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RED OAK CAPITAL ADVISORS
BALL & MINOR INVESTMENTS, INC.
CRD 159665
604 N MAIN ST, FUQUAY VARINA, NC, 27526, United States
Phone
919-745-8858
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.2M
Discretionary AUM
$2.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $8.5M |
Official SEC filing: View on IAPD