RED TORTOISE

Overview

Red Tortoise is an independent registered investment adviser that runs a fee-based advisory practice focused on both high-net-worth individuals and institutional clients. The firm combines portfolio management and financial planning services, charging a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements for planning or project work. Since registering with the SEC in 2018, Red Tortoise has shown a clear preference for pooled public products — particularly mutual funds and ETFs — while also flagging itself as an active ESG investor and allocating to select alternative strategies. Investment activity centers on diversified, fund-based exposures rather than concentrated single-stock bets. The firm’s 13F footprint shows a heavy ETF tilt, with its largest reported position being the Schwab International Equity ETF. That ETF- and mutual fund-driven approach suggests Red Tortoise builds client portfolios with core passive and active fund sleeves, then layers in targeted exposures — including third-party digital currency managers — where appropriate. The fee mix and the presence of hourly/fixed fees indicate the firm provides both ongoing discretionary management and standalone advisory or planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices