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Redbud Advisors

Updated today

Client assets under management

$349,127,352

Clients

59

97% high-net worth

Advisors

4

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

15

Very Low

Average account size

$5,917,413

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

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

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.

Percentage

$0 - $10 million: 0.95% annually $10 million+: Fixed fee (negotiable, up to $250,000 annually)

Other

Fee-only: Fixed fees generally ranging from $1 to $250,000 per year for wealth advisory oversight services; fees are negotiable.

Main office location

Redbud Advisors

706 Guadalupe Street

Austin TX 78701, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Adam R

CFP®, CFA®, Series 66

Austin, TX

Redbud Advisors

Adam Reinking is a CFP® and CFA® with 15 years of industry experience. He is currently a principal at Redbud Advisors, where he has worked since 2019. Prior to joining Redbud Advisors, he held roles at AdvicePeriod, Risk Paradigm Group Holdings, Rpg Family Wealth Advisory, and Ram Financial Group. Outside of his advisory work, he is involved in real estate development as a principal of Redbud Development Group LLC and is a licensed real estate broker affiliated with All City Real Estate, Ltd. Co. Redbud Advisors serves individual and high-net-worth taxable investors, offering discretionary portfolio management, wealth advisory oversight, and third-party manager selection. The firm emphasizes a planning-first approach with a focus on tax efficiency and low-cost, passive index strategies, while occasionally incorporating active managers and private investments. The principals’ direct involvement in real estate, including licensed brokerage and sponsorship of private real estate investment vehicles, distinguishes the firm’s integrated wealth oversight for clients with complex needs.

Passive / index investing Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

Andrew R

Series 65

Austin, TX

Redbud Advisors

Andrew Rexroat is a financial advisor with Redbud Advisors in Austin, TX, holding a Series 65 designation and two years of industry experience. Prior to joining Redbud Advisors in 2023, he worked at Zelis/Payer Compass for five years and EY LLP for two years. He is also a senior manager of accounting at a healthcare technology company. Redbud Advisors serves individual and high-net-worth taxable investors, offering discretionary portfolio management, wealth advisory oversight, and third-party manager selection. The firm emphasizes a planning-first approach with a focus on low-cost, passive index strategies and tax efficiency, while also integrating real estate investment opportunities through affiliated licensed real estate agents and private real estate vehicles.

Passive / index investing Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

William P

Series 65

Austin, TX

Redbud Advisors

William Pittenger is a Series 65-licensed financial advisor with Redbud Advisors in Austin, TX, where he has worked since 2022. He has two years of industry experience and previously was involved with Riverbend Church for six years. Outside of advising, he occasionally manages a personal short-term rental property. Redbud Advisors serves individual and high-net-worth taxable investors, offering discretionary portfolio management, wealth advisory oversight, and third-party manager selection. The firm emphasizes a planning-first approach with low-cost, passive index strategies and tax-efficient asset location, while also providing access to active managers and private real estate investment vehicles.

Passive / index investing Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management Founder/Business Owner Executive
user avatar

Carsten H

Series 65

Austin, TX

Redbud Advisors

Carsten Hood is a financial advisor at Redbud Advisors in Austin, TX, holding a Series 65 designation with five years of industry experience. He has been with Redbud Advisors since 2019 and previously worked at MHKKG and IdealSpot. Redbud Advisors serves individual and high-net-worth taxable investors with discretionary portfolio management, wealth advisory oversight, and third-party money manager selection. The firm emphasizes a planning-first approach with low-cost, tax-efficient strategies and integrates private real estate investment vehicles as part of its wealth oversight for clients with complex needs.

Passive / index investing Private / alternative investments Tax-loss harvesting Concentrated stock management Wealth management Founder/Business Owner Executive
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