Red Meadow Advisors, LLC

Overview

Red Meadow Advisors, LLC is a small, independent registered investment adviser that serves individual and family clients with fee arrangements that include a percentage of assets under management as well as hourly and fixed fees. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The ADV filing signals a clear orientation toward equity exposure: the adviser lists exchange-traded equities as its primary asset type and shows a strong preference for equities over fixed income or cash positions. The adviser does not identify itself as an active ESG investor, is not registered as a multi-state adviser, and does not provide pension consulting or related-adviser services. The owner-type is an individual, which typically implies a boutique operating model with a hands-on principal delivering advice rather than a large institutional infrastructure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices