Redtree Investment Group

$9.68BAssets under management
as of Feb 2026 · SEC Form ADV
Cincinnati, OH
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Tech stack

No one at Redtree Investment Group has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Redtree Investment Group's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $6.7B held · filed Mar 2024
Fifth Third Securities, Inc.
Per Form ADV · $1.2B held · filed Mar 2024