DBA: RED TORTOISE
| Total AUM | $382.3M |
| Discretionary | $378.3M99% of AUM |
| Non-Discretionary | $4.0M |
| Client Accounts | 322 |
| Avg Account Size | $1.2M |
| Employees | 4 |
| Peak AUM | $382.3MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $382M | +18.3% | +15.8% | +12.3% | |
| Discretionary AUM | |||||
| Total AUM | $382.3M |
| Discretionary | $378.3M |
| Employees | 4 |
| Client Accounts | 322 |
| Client Range | 1-10 |
Address
5555 GLENRIDGE CONNECTOR
ATLANTA GA 30342
Phone
(833) 666-1200
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$378M
99.0% of AUM
Non-Discretionary
$4M
1.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +16.1% /yrover 8 yrs · 23 filings |
Total AUM
$382M
| $378M |
| +18.3% |
| +15.7% |
| +12.1% |
| Non-Disc. AUM | $4M | +18.0% | +24.5% | — |
| Total Accounts | 322 | +8.1% | +12.7% | +12.8% |
| Avg Account Size | $1M | +9.5% | +2.8% | 0.5% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $96M | +18.3% | +15.8% | +12.3% |
Client AUM Segments | |||||
| Wealth AUM | $336M | +19.7% | +16.3% | +9.4% | |
| Institutional AUM | $46M | +9.2% | +12.6% | — | |
Client Count Segments | |||||
| HNW Clients | 21 | +23.5% | +3.4% | 11.6% | |
| Institutional | 4 | 0.0% | +10.1% | — | |
| Individuals | 57 | +32.6% | +15.5% | 16.1% | |