Redtree Investment Group
Cincinnati, OH·SEC-registered · CRD #171615
Redtree Investment Group is an SEC-registered investment advisory firm in Cincinnati, OH managing $9.7B across 547 client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.7B
Client accounts
547
Advisory staff
5
Fee model
Fee-based
How Redtree Investment Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL REDTREE INVESTMENT GROUP
See how Redtree compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Redtree Investment Group. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Redtree Investment Group? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Redtree Investment Group
How much does Redtree Investment Group manage?
Per its most recent SEC Form ADV filing (02/24/2026), Redtree Investment Group reports $9.7B in regulatory assets under management across roughly 547 client accounts.
How does Redtree Investment Group charge?
Redtree Investment Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Redtree Investment Group a fiduciary?
Yes. Redtree Investment Group is registered with the U.S. Securities and Exchange Commission (CRD #171615), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Redtree Investment Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Redtree Investment Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Cincinnati, OH
Profile compiled from Redtree Investment Group's public SEC Form ADV filing (CRD #171615, filed 02/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Redtree Investment Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Redtree Investment Group? Claim this profile.