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OARS CAPITAL
RED WAVE INVESTMENTS LLC
CRD 153198 · SEC 801-119079
6 NORTH BALTIMORE STREET, SUITE 3, DILLSBURG, PA, 17019, United States
Phone
717.601.0651
Fax
717.819.9018
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$397.7M
Discretionary AUM
$397.7M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $77.4M |
| High net worth individuals | 64 | $320.4M |
States served
CA, DC, MD, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD