Redpoint Investment Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,000,000
Total clients
23
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$695,652
About
Redpoint Investment Advisors serves individual clients with tailored portfolio management and provides one-time or ongoing financial consultation. Portfolios focus on domestic and international equities intended to generate growth and income and are constructed based on each client’s goals, risk tolerance, time horizon, liquidity needs, and other personal circumstances.
The firm follows a long-term buy-and-hold philosophy, categorizing recommendations into larger “Core” positions selected for free cash flow, dividend history, and durable competitive advantages, and smaller “Speculative” positions aimed at high-growth or disruptive opportunities; selection is informed by proprietary financial models, public filings, conference calls, and occasional site visits. Trading rules prohibit options, margin, and penny-stock investments, and select ETFs are used for diversification, income generation, or hedging where appropriate.
Noteworthy for a small independent advisor, the brochure discloses that the firm advertises and supplies performance reporting to clients, including quarterly time-weighted returns or an internal rate of return, and asks clients to compare the firm’s reports with custodian statements. The firm also documents limited internal use of AI-assisted tools with written safeguards that exclude client nonpublic data and offers hourly financial consultation services, combining reported performance transparency with defined operational controls that distinguish it from many solo practitioners.
Client services
Portfolio management
Financial consultation services
Expertise
Active portfolio management
Fee options
1% annually (0.25% per calendar quarter)
$250 per hour for Financial Consultation Services
Account minimum: $200,000 Fee-only: Management fee based solely on assets under management; no commissions or other fees charged
Most active in
Redpoint Investment Advisors has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas
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:
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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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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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