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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-11-2015
- Office Locations
- 5
Office Locations
About RED Reef Advisors LLC
Red Reef Advisors is an RIA serving individuals and families—especially entrepreneurs, business owners, retirees/soon-to-retire, busy parents, and clients with wealth in transition—with goal-based financial planning and ongoing portfolio management. Portfolios primarily use public funds and ETFs, alongside tax and risk-management guidance (including business-succession and insurance planning). Based in Boca Raton, FL with an additional office in Durham, NC; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JESSE CORDOBA
Chief Compliance Officer, MANAGING DIRECTOR, Managing Partner
- CRD
- #2320561
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JESSE CORDOBA
Chief Compliance Officer, MANAGING DIRECTOR, Managing Partner
- CRD
- #2320561
Lori Cordoba
Practice Administrator
- CRD
- --
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,296,354 | $374,755 |
| Non-Discretionary | $14,678,076 | $7,339,038 |
| Total | $134,974,430 | $417,877 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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