RSD Advisors

Overview

RSD Advisors is an independent, owner-operated registered investment adviser focused on financial planning and portfolio management for individuals, families and small business clients. The firm runs a fee-based model that combines a percentage-of-AUM component with fixed fees and does not act as a capital allocator or operate pooled investment vehicles. RSD Advisors shows a clear tilt toward public equities: exchange-traded securities are its preferred building blocks, and the firm uses both managed separate account structures and listed instruments to construct client portfolios. It does not position itself as an ESG-focused manager and is not registered as a multi-state adviser. Service delivery centers on customized planning and discretionary portfolio management for individual and small business clients, with a small institutional footprint. Given the firm’s size and structure, it relies on third-party managers when accessing alternative strategies rather than sponsoring or running those funds directly.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices