About Red Oak Capital Management

Rebranding JMS Capital to Red Oak Capital Management represents several upgrades we are making to better serve our clients.  The hardy Red Oak is known to be one of the faster growing oaks with beautiful changing leaves throughout the year with a high tolerance for pollution.  When the Red Oak matures, it can be as tall as 75 feet, towering above all of its neighboring trees.  The analogy to the Red Oak and the firm’s culture and philosophy align.

Red Oak Capital works with clients that are still in the professional world building their wealth and those that have retired and need to preserve their wealth.  We strive to create a financial plan that has the ability to tolerant market volatility with the strength to grow our clients’ assets and sustain wealth through life changes and economic changes.

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Investment Advisory Services offered through Hayden Royal, LLC, an SEC Registered Investment Advisor (HR).  Certain representatives of Red Oak Capital Management are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc., Member FINRA/SIPC. 2001 Route 46, Suite 506, Parsippany, NJ 07054 (800) 637-3211.  Red Oak Capital Management is neither affiliated with or under common control of either CAMAS or HR.

Red Oak Capital Management believes in developing deep roots with our clients focusing on growth and long term protection of your assets through multiple generations.

Check the background of this firm on FINRA’s BrokerCheck.

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.