About Our Custodian

We selected Raymond James for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to put people, planning and principles first, a culture which continues to guide the company today. Publicly traded since 1983, Raymond James Financial (RJF) currently manages over $479 billion in client assets.

Introducing Raymond James

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Certain representatives of Red Oak Capital Management are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc.  Check the background of this firm on FINRA’s Brokercheck.  Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054.  800-637-3211.  Advisory services offered through Hayden Royal, LLC, an SEC-registered investment advisory firm. Red Oak Capital Management may only conduct business with residents of the states for which they are properly registered.