CINCINNATI, OHCRD 171615Latest ADV February 24, 2026
Redtree Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated February 24, 2026, reports $9.7B in regulatory assets under management, 9 employees, and 538 accounts.
Assets Under Management
$9.7B
Employees
9
Offices
--
Total Clients
373
Primary office
CINCINNATI, OH
5050 SECTION AVENUE, SUITE 420, CINCINNATI, OH, United States
Top client segmentGovernment represent 99.5% of total clients.
Top client categories% of clientsClients
1
Government
99.5%
371
2
Banks
0.3%
1
3
Charitable
0.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.7Bas of February 24, 2026
Discretionary98.8%
$9.6B
99% of total RAUM98.8%
Non-discretionary1.2%
$118M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.7B
Total Accounts538
10Y AUM Change+$6.9B (+253.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee41:1
10Y Employee Change+4 (+80.0%)
* 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.