Red Seven

Overview

Red Seven is an independent, individually owned registered investment adviser that began SEC registration in 2026. The firm serves both individual and family clients as well as institutional mandates, providing financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Its compensation mix includes percentage-of-AUM fees and fixed fees. Red Seven identifies as a capital allocator and does not characterize itself as an active ESG investor. Industry relationships include ties to accounting and insurance professionals and pension consultants, which can support multi-disciplinary client work and outsourced manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices