Red Tortoise, LLC
● SEC registered since 2018CRD 282509SEC# 801-112539Atlanta, GA
Reg. AUM
$382.3M
Employees
4
Accounts
322
Location
Atlanta, GA
Red Tortoise, LLC assets under management
Red Tortoise, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2018. It reports $382.3 million in regulatory assets under management and employs 4 people.
Red Tortoise, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Chen Control | Principal | 10-25% | 2018 |
| Howard McMonagle Fleming Control | Principal | 25-50% | 2019 |
| Rex Phillip Macey Control | Ceo/Manager | 50-75% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Red Tortoise, LLC manage?
Red Tortoise, LLC reports $382.3 million in regulatory assets under management on its Form ADV.
How many employees does Red Tortoise, LLC have?
Red Tortoise, LLC reports 4 employees.
Where is Red Tortoise, LLC located?
Red Tortoise, LLC is based in Atlanta, GA and has been SEC-registered since 2018.
Does Red Tortoise, LLC disclose fund performance?
Red Tortoise, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5555 Glenridge Connector, Ste. 200, Atlanta, GA 30342 |
| Phone | (833) 666-1200 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1910488 |
| Discloses disciplinary history | No |
Regulatory AUM
$382.3M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$382.3Mregulatory AUM
Discretionary $378.3MNon-discretionary $4M