Redtree Investment Group

Registered investment advisor · Cincinnati, Ohio · CRD #171615

Assets Under Management

$9.7B

Client Accounts

538

Employees

CRD Number

171615

Registration

SEC Registered

Custodian

U.s. Bancorp Investments, Inc., Fifth Third Securities, Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Redtree Investment Group

RedTree Investment Group is an investment advisory firm based in Cincinnati, Ohio. With over 20 years of experience, the firm specializes in providing tailored investment solutions for public entities. It manages approximately $9 billion in assets across 363 clients, primarily in Ohio. The team consists of CFA charterholders and seasoned professionals, bringing over 100 years of combined experience to their work. The firm focuses on fixed-income investments, including government debt, corporate

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Redtree Investment Group

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Redtree Investment Group's AUM?

Redtree Investment Group reports approximately $9.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Redtree Investment Group headquartered?

Redtree Investment Group is headquartered in Cincinnati, Ohio.

What is Redtree Investment Group's CRD number?

Redtree Investment Group's CRD number is 171615. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.