Red Tortoise LLC
Red Tortoise LLC is an independent, boutique investment counseling firm headquartered in Atlanta, Georgia. Founded in 2015, the firm operates as a registered investment adviser providing personalized investment advisory, wealth management, financial planning, and investment consulting services. Led by CEO and sole owner Rex Phillip Macey, Red Tortoise specializes in managing money for individuals, including high-net-worth clients, with customized portfolios that emphasize tax considerations and long-term portfolio longevity. The firm is compensated solely by client fees and acts as a fiduciary, with no commissions or compensation tied to investment selection. As of recent public records, the firm has approximately 4 employees.
Investment Strategy
Red Tortoise LLC offers individualized investment advisory and wealth management services built around the philosophy of portfolio longevity. The firm focuses on long-term investing using low-cost, diversified investments that are tailored to each client's unique goals and financial situations, with a particular emphasis on after-tax returns and optimal tax management. As fiduciaries, they employ a client-centric approach to portfolio construction, ongoing supervision, and rebalancing as market conditions or a client’s objectives evolve. Their compensation structure ensures unbiased advice free from commissions or product-driven incentives.
Top Holdings
Equity Positions (580)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 11.38% | $26.2M | 1,126,676 | $16.97 | $23.28 | +$2.1M |
F FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 7.84% | $18.1M | 420,994 | $30.06 | $42.96 | +$1.6M |
I IVV | ISHARES CORE S&P 500 ETF | 5.64% | $13.0M | 19,418 | $407.82 | $669.30 | +$961.9K |
S SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 4.42% | $10.2M | 305,140 | $23.91 | $33.37 | +$1.1M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 3.71% | $8.5M | 97,890 | $66.16 | $87.31 | +$374.9K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BAC | BANK AMERICA CORP COM | — | Put | $2.6M | 500 | $51.59 | $33.12 | 0 | +$213.5K |