$36.6M Total AUM
$36.6M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2019
- Office Locations
- 1
Office Locations
-- KEY Largo FL
About Reef Advisors LLC
Red Reef Advisors is an independent RIA serving individuals and families—especially entrepreneurs and business owners, retirees (and soon-to-retire), busy professionals with children, and those in wealth transition—with personalized financial planning and portfolio management. Portfolios are primarily implemented with ETFs, alongside fixed income exposures, and the firm custodies with Charles Schwab & Co.
Team overview
-- AVG AGE
$36.6M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
ROBERT LOVELL BRAINARD
Chief Compliance Officer, PRINCIPAL
- CRD
- #2256527
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,650,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,650,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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