Redtail Management LLC

Overview

Redtail Management LLC is a small, single-office advisory firm that provides financial planning and discretionary portfolio management primarily for individuals and small businesses. The firm operates under an owner-managed structure and charges clients on a percentage-of-assets basis and for some services on an hourly basis. Its filings show a clear emphasis on discretionary portfolio oversight — nearly all of its assets are managed on a discretionary basis — and no self-identification as an active ESG investor. The firm's reported asset mix indicates use of separately managed account structures and a meaningful allocation to holdings classified as "Other," which suggests material exposure to instruments or positions that do not fit neatly into traditional equity or fixed-income categories. Redtail is not registered as a multi-state adviser and does not report acting as a capital allocator.

Assets & Accounts

Location & Offices