Red Reef Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 26, 2026, reports $135M in regulatory assets under management, 3 employees, 1 office, and 323 accounts.
Assets Under Management
$135M
Employees
3
Offices
1 office
Total Clients
91
Primary office
BOCA RATON, FL
150 E PALMETTO PARK RD, STE 800, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.4% of total clients.
Top client categories% of clientsClients
1
Individuals
48.4%
44
2
HNWI
47.3%
43
3
Pension Plans
2.2%
2
4
Charitable
2.2%
2
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$135Mas of March 26, 2026
Discretionary89.1%
$120M
89% of total RAUM89.1%
Non-discretionary10.9%
$15M
11% of total RAUM10.9%
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$135M
Total Accounts323
10Y AUM Change+$9M (+7.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* 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.