Redhawk Wealth Advisors, Inc.

Overview

Redhawk Wealth Advisors, Inc. is a privately owned corporate RIA that provides both advisory and insurance services to individuals, families and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers, and it operates as an insurance broker. Redhawk charges fees based on a percentage of assets under management as well as fixed fees, and it identifies itself as an active ESG investor. The firm also functions as a capital allocator, using external managers for alternative strategies. Redhawk maintains industry relationships beyond pure advisory work, including affiliations with broker‑dealers, accounting firms and insurance companies. The firm has been SEC registered since 2008 and is organized to serve clients with a mix of discretionary and non‑discretionary arrangements.

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Location & Offices