R
$367.8M Total AUM
$367.8M Disc. AUM
40.9% 3Y CAGR
8 Employees
64 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2019
- Office Locations
- 4
Office Locations
706 Guadalupe Street Austin TX
-- -- --
-- -- CA
About Redbud Advisors
Redbud Advisors is an Austin, TX RIA providing investment management and high-touch financial planning for entrepreneurs and families, with a strong emphasis on tax-season readiness, tax strategy, and estate planning to support multigenerational wealth. Clients cite thoughtful, aligned advice and an entrepreneurial service culture. Custodies primarily at Charles Schwab.
Team overview
32 AVG AGE
$73.6M AVG AUM / ADVISOR
$5.7M AVG AUM / CLIENT
5.3 yrs AVG TENURE
8 Employees
5 Advisory Reps
4 RIA Reps
7yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ADAM B. REINKING
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #5441139
- Ownership
- 50% but less than 75%
Available
Available
Available
R
RYAN CHRISTOPHER WALKER
Principal
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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H
Henry Coates
Reporting Associate
- CRD
- --
Available
Available
Available
C
Cristian Guerra
Director Of Finance
- CRD
- --
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $367,790,401 | $938,241 |
| Non-Discretionary | $0 | -- |
| Total | $367,790,401 | $938,241 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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