Transparency & Compliance
Brochures & Disclosures
Important regulatory documents and disclosures for clients and prospective clients of Red Oak Financial Asset Management.
Personal & Firm Brochures
SFC — Firm Brochure (ADV Part 2A)
Updated May 2026Strategic Financial Concepts, LLC firm brochure providing detailed information about advisory services, fees, investment strategies, risks, and disciplinary history.
DownloadClient Relationship Summary (Form CRS)
Updated March 2025A brief summary of the types of services we offer, our fees and costs, conflicts of interest, and how to get more information about us.
DownloadPrivacy Notice
Updated April 2025Our Privacy Notice describes how we collect, use, and protect your personal financial information in accordance with applicable privacy laws.
DownloadStraseske, Adam — ADV Part 2B
Updated January 2024Personal brochure supplement for Adam Straseske detailing his educational background, business experience, and disciplinary history.
DownloadImportant Disclosures
Investment Advice
Investment advice is provided through Strategic Financial Concepts, LLC. Adam Straseske offers investment advice only in states where he is licensed. This website conveys opinions for general informational purposes only and does not constitute a solicitation, recommendation, or offer for any security. It is important to note that this website is not intended to deliver investment, tax, or legal advice, and the opinions expressed reflect solely those of Adam Straseske. Mr. Straseske acknowledges that individual needs may vary and that investors may not be suited for the services, products, or securities discussed herein. Users are encouraged to review relevant firm disclosures for additional information.
Performance
Past performance is no guarantee of future results. Indexes are unmanaged and cannot be invested in directly.
General Investment Risk
All investments carry the risk of loss. Investing presents substantial risks, including the potential for complete loss of principal, which may not be suitable for many members of the public. Investments are not insured against market losses, and different market instruments come with varying types and degrees of risk. It is advisable to familiarize yourself with the specific risks tied to the market instruments you plan to invest in. To determine suitable investment options for you, it is essential to consult your attorney, accountant, and financial advisor prior to making any investments.
Trading Strategies and Signals
The past performance of trading signals does not guarantee future profitability. A range of factors can affect your trading outcomes, including market liquidity, sizes of market spreads, and other trading conditions. These factors might prevent your trading performance from replicating the results presented by a trading signal provider. Issues like delays in order routing, lack of adherence to trading signals, and varying margin requirements can all impact your success. Public or market holidays, infrequent market events, and the trading signal provider's ability to generate signals can also play a crucial role in your trading experience.
Market Analysis
The market analysis provided on this website may contain inaccuracies; thus, each investor should make independent decisions or seek professional advice before taking any investment action. We strive for accuracy, yet errors may arise from faulty assumptions, calculations, or data sourced from other parties. This site includes information on investments that face numerous risks beyond our control, including economic, currency, geopolitical, human error, and technological risks.
Commission and Other Charges
Before commencing trading, it is vital to acquire a clear understanding of all commissions, fees, and other charges that you will incur, as these expenses will influence your net profits (if any) or could exacerbate your losses.
Have Questions?
Please do not hesitate to contact us if you need clarification on anything or need assistance. We are here to serve you.