Overview
Assets Under Management: $315 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 47
Average Client Assets: $6 million
Frequently Asked Questions
REDBUD ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #300477), REDBUD ADVISORS LLC is subject to fiduciary duty under federal law.
REDBUD ADVISORS LLC is headquartered in AUSTIN, TX.
REDBUD ADVISORS LLC serves 47 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, REDBUD ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
REDBUD ADVISORS LLC manages $315 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, REDBUD ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.02
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 327
Discretionary Accounts: 327
Regulatory Filings
CRD Number: 300477
Last Filing Date: 2025-02-28 00:00:00
Website: https://redbudadvisorsatx.com