James Minor
Red Oak Capital Advisors · Salmon, Idaho
James Minor is a fee-only financial advisor at Red Oak Capital Advisors in Salmon, Idaho, who holds the CFP credential. Red Oak Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Red Oak Capital Advisors |
|---|---|
| Based in | Salmon, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.2M across 19 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4262219 |
| Exams passed | Series 66 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How James's firm compares
- Red Oak Capital Advisors's average account is about $538,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about James
Is James Minor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Red Oak Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Red Oak Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Minor based?
James Minor is based in Salmon, Idaho.
What credentials does James Minor hold?
James Minor holds the CFP credential.
Is James Minor registered with the SEC?
Yes. James Minor is registered as an investment adviser representative in NC (CRD 4262219), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Red Oak Capital Advisors manage?
Red Oak Capital Advisors reports $10.2M across 19 accounts in assets under management.
How do I contact James Minor?
Contact details aren't on file yet. Search for Red Oak Capital Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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