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Firm profile

Red Seven

ESCONDIDO, CACRD 168542Registration Status: ApprovedEffective since June 22, 2026Latest ADV June 23, 2026

Red Seven is an SEC registered investment adviser organized as a corporation with a primary office location in Escondido, CA. Its latest Form ADV filing, dated June 23, 2026, reports $104M in regulatory assets under management, 4 employees, 1 office, and 823 accounts.

Assets Under Management
$104M
Employees
4
Offices
1 office
Total Clients
261
Primary office
ESCONDIDO, CA
960 CANTERBURY PLACE SUITE 380, ESCONDIDO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJerod C. Fenton
CCOJohn E. Richardson
CFOJohn E. Richardson

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
231
2
HNWI
8.8%
23
3
Charitable
1.5%
4
4
Pension Plans
1.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$104Mas of June 23, 2026
Discretionary100.0%
$104M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$104M
Total Accounts823
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee65:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.