Red Tortoise
Red Tortoise is an SEC-registered ria in Atlanta, GA with $382.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Red Tortoise: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282509, SEC 801-112539, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $382.3M (2026-03-16)
- Firm type
- Ria
- Location
- Atlanta, GA
- Employees
- 4
- Clients
- 82
- CRD
- 282509
- Ownership
- MACEY, REX, PHILLIP; MCVAY, WILLIAM, GALE; CHEN, GEORGE; Fleming, Howard, McMonagle
How much AUM does Red Tortoise have?
Red Tortoise reported $382.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Red Tortoise?
Disclosed owners and executives of Red Tortoise include MACEY, REX, PHILLIP, MCVAY, WILLIAM, GALE, CHEN, GEORGE, Fleming, Howard, McMonagle. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.