REDBUD ADVISORS

RIASEC RegisteredEst. 2022

Total AUM

$368M

Discretionary

$368M

100% of AUM

Avg account

$938K

Accounts

392

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 300477
Registered since: May 5, 2022
Website: redbudadvisorsatx.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.53%
Charitable Organizations5.07%
Individuals0.39%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Redbud Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is individually owned and acts as a capital allocator, advising both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and selection of third-party managers. The firm charges fees based on a percentage of assets under management and also uses fixed-fee arrangements. Redbud Advisors does not identify as an active ESG investor and is not designated as a multi-state adviser.