Red Tortoise is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 16, 2026, reports $382M in regulatory assets under management, 4 employees, 4 offices, and 322 accounts.
Assets Under Management
$382M
Employees
4
Offices
4 offices
Total Clients
82
Primary office
ATLANTA, GA
5555 GLENRIDGE CONNECTOR, STE. 200, ATLANTA, GA, United States
Top client segmentHNWI represent 69.5% of total clients.
Top client categories% of clientsClients
1
HNWI
69.5%
57
2
Individuals
25.6%
21
3
Corporations
4.9%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of March 16, 2026
Discretionary99.0%
$378M
99% of total RAUM99.0%
Non-discretionary1.0%
$4M
1% of total RAUM1.0%
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$382M
Total Accounts322
10Y AUM Change+$269M (+238.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee21:1
10Y Employee Change+2 (+100.0%)
* 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.