Redbud Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$349,127,352
Clients
59
Advisors
4
of 8 employees
About
Redbud Advisors is a team-based registered investment adviser of four advisors managing roughly $368 million for about 59 individual and high‑net‑worth clients. The firm offers discretionary investment management and a broader wealth advisory oversight service that can include financial planning, trust advisory, concentrated-wealth strategies, family governance, and philanthropy coordination.
The firm describes a planning‑first investment process with a strong bias toward low‑cost, passive index exposures implemented primarily through ETFs and mutual funds, combined with an emphasis on tax efficiency and proactive asset‑location for taxable investors. Redbud will also recommend independent managers and, when appropriate, privately placed securities or alternative strategies, documenting client objectives in investment policy statements and monitoring suitability over time.
What sets Redbud apart from many peers is its integration with real estate activities: principals are engaged in real estate brokerage and the firm discloses sponsoring or participating as general partner in single‑purpose real estate pooled vehicles that may be offered to clients. The brochure highlights these relationships and related conflicts of interest and describes mitigation measures (fiduciary duty, due diligence, and disclosure), and it also discloses that the firm advises owners/principals of other pooled investment managers and may introduce clients to those private investments while making clear clients are under no obligation to participate.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for wealth advisory oversight services based on scope and complexity; typically used for clients with household assets over $10 million or for those without AUM.
$0 - $10 million: 0.95% annually $10 million+: Fixed fee (negotiable, up to $250,000 annually)
Fee-only: Fixed fees generally ranging from $1 to $250,000 per year for wealth advisory oversight services; fees are negotiable.
Main office
706 Guadalupe Street
Austin TX 78701
Advisors at this office
4
Most active in
Texas
Also doing business as
Austin Family Wealth · Austin Family Wealth LLC · Redbud Advisors · Redbud Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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