Redbud Advisors

RIASEC Registered
Total AUM
$368M
Discretionary
$368M
100% of AUM
Avg account
$938K
Accounts
392
Employees
8
Advisory reps
5

Firm details

Headquarters
Austin, Texas
CRD number
300477
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI94.53%
  • Charitable Organizations5.07%
  • Individuals0.39%

Firm profile

FINTRX

Overview

Redbud Advisors is an individually owned advisory firm serving both high-net-worth individuals and institutional investors. The firm charges clients via a mix of percentage-of-AUM and fixed-fee arrangements and reports that nearly all of its assets are managed on a discretionary basis. It does not present itself as an active ESG investor and is not structured as a multi-state adviser in the available data. Beyond traditional advisory services, the firm participates in sponsor and operator roles in alternative investments: the reported industry affiliations include acting as a real estate broker and sponsor, serving as a general partner, and acting as a managing member of pooled investment vehicles. Those roles suggest the firm both allocates to third-party funds and can originate or manage private pooled investments, particularly in real estate.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 41%, Cash & Cash Equivalents 6%, State & Local Bonds 4%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%

Contacts

3 of 5
  • Ryan Walker

    Ryan Walker

    PrincipalCRD 5596257

  • Carsten Hood

    Carsten Hood

    AdvisorCRD 7286011

  • Andrew Rexroat

    Andrew Rexroat

    Investment Advisor RepresentativeCRD 7746482

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
706 Guadalupe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth