Redbud Advisors

RIASEC RegisteredEst. 2022
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
Registered since
May 5, 2022
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 acts as a capital allocator for both individual and family clients as well as institutional investors, offering portfolio management, financial planning and third‑party manager selection. Its fee model combines asset‑based fees with fixed fees, and it is structured for single‑state operations rather than a nationwide multi‑state platform. Redbud does not describe itself as an active ESG investor. Beyond advisory services, the firm is involved on the sponsor/manager side in real estate activities: it lists roles such as real estate broker and sponsor and serving as a general partner or managing member of pooled investment vehicles. Those operating and sponsor roles suggest the firm can deploy capital directly as well as through external managers.

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
  • Adam Reinking

    Adam Reinking

    Financial AdvisorCRD 5441139

  • Ryan Walker

    Ryan Walker

    PrincipalCRD 5596257

  • Carsten Hood

    Carsten Hood

    AdvisorCRD 7286011

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