# Redtail Management LLC

> Redtail Management LLC is a state-registered investment advisory firm, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 338754
- Filed as: REDTAIL MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Wyoming
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338754
- AdvisorCensus page: https://advisorcensus.com/firm/redtail-management-llc-338754

## Quick answers

**How is Redtail Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Redtail Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Redtail Management LLC registered with the SEC or a state?**
Redtail Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338754.

**How much does Redtail Management LLC manage?**
Redtail Management LLC reports $32,052,773 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (96% discretionary).

**Does Redtail Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338754

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $32,052,773
- Discretionary: $30,781,773
- Non-discretionary: $1,271,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $343,000 |
| High net worth individuals | Fewer than 5 | $30,432,773 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,277,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redtail-management.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redtail Management LLC (CRD 338754): Form ADV filing data as of October 2026.