AdvisorCensus / Financial advisors / Texas / Austin / Redbud Advisors
Redbud Advisors is an SEC-registered investment advisory firm in Austin, TX, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Redbud Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Redbud Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is Redbud Advisors located?
Redbud Advisors' principal office is in Austin, TX, according to its Form ADV.
Is Redbud Advisors registered with the SEC or a state?
Redbud Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 300477.
How much does Redbud Advisors manage?
Redbud Advisors reports $367,790,401 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Redbud Advisors' assets and staff changed since 2022?
In the Form ADV data for Redbud Advisors: Regulatory assets under management: $117,240,530 in the October 2022 data and $367,790,401 in the October 2026 data, up 214%. Total employees: 6 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Redbud Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (2); charitable organizations (1).
Which custodians does Redbud Advisors use?
Redbud Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Redbud Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300477
What changed in Redbud Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $314,654,363 to $367,790,401 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 25, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$367,790,401 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Redbud Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 8. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $367,790,401 | 8 | March 25, 2026 |
| October 2025 | $314,654,363 | 7 | July 4, 2025 |
| October 2024 | $203,782,559 | 5 | August 20, 2024 |
| October 2023 | $149,879,987 | 6 | July 7, 2023 |
| October 2022 | $117,240,530 | 6 | May 31, 2022 |
Regulatory assets under management: $117,240,530 in the October 2022 data and $367,790,401 in the October 2026 data, up 214%.
Total employees: 6 in October 2022 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $314,654,363 to $367,790,401 (+17%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Redbud Advisors (CRD 300477): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/redbud-advisors-austin-tx-300477