RedHawk Wealth Advisors, Inc.

Redhawk Wealth Advisors serves individuals and high‑net‑worth clients as well as trusts, foundations, retirement plans and businesses, and it explicitly includes captive insurance companies among its client types. The firm provides investment management, financial planning, and ERISA 3(21)/3(38) retirement‑plan services across discretionary and non‑discretionary account platforms, and prepares client‑specific investment policy statements.

Investment decisions are guided by a weekly Redhawk Investment Committee and a documented due‑diligence and monitoring process, with suitability determined by third‑party risk tools such as Orion Risk Intelligence and a tactical Risk‑Guard allocation model that shifts between risk‑on, risk‑watch and risk‑off postures. Redhawk uses third‑party signal providers, monitors outside money managers, and supports multiple platform arrangements (including held‑away account oversight) to implement adviser recommendations.

The brochure discloses several features that distinguish Redhawk from many peers: it offers dedicated captive insurance company account types and investment agreements, its personnel may act as insurance agents and participate in an affiliated insurance marketing company that supports advisor marketing and referrals, and some advisers provide tax or other business services through separate entities. The firm also discloses use of promoters and related referral arrangements, reliance on Orion for reporting and operational support, and the recent introduction of a technology fee — items the brochure identifies as potential sources of conflicts and supplemental compensation.