Flyway Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Flyway Advisors, a DBA of RedTeal, Inc., offers discretionary investment management and financial planning to a range of clients including employer-sponsored retirement plans, pension and profit-sharing plans, corporations, charitable organizations and individuals. The firm describes services that include tailored advisory portfolios, retirement plan consulting for plan sponsors, and participant education as part of its ongoing plan-monitoring work.
The firm uses a mix of income, growth and a limited speculative strategy, employing both fundamental and technical analysis to construct and rebalance portfolios that may include equities, fixed income, ETFs, options and private investments. Accounts are reviewed at least quarterly and monitored for alignment with clients’ objectives and risk tolerances, and the adviser states it implements continuous monitoring and rebalancing as needed.
Notable differences from many peers are twofold: Flyway publishes a quarterly market commentary newsletter, and it explicitly offers retirement-plan/pension consulting alongside its investment management services—both services that are statistically uncommon for firms in this category. The firm also recently registered as an RIA (initial filing in October 2023), reports no regulatory assets under management to date, and generally directs clients to use a recommended qualified custodian for account custody and trade execution.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Active portfolio management
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 0.85% annually $1,000,001 - $5,000,000: 0.65% annually $5,000,001+: 0.45% annually
Account minimum: $1,000,000
Main office location
Flyway Advisors
129 C Street, Ste 3
Davis CA 95616, United States
Number of offices
1
Most active in
Flyway Advisors has reported serving >5 clients in these states in the last 12 months.
California · Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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