RIA Intelligence

RED TORTOISE, LLC

Legal name: RED TORTOISE

CRD #282509 SEC #801-112539 ATLANTA, GA (833) 666-1200
SEC Registered
Total AUM
$323M
Discretionary
$319.7M
Employees
4
Clients
10
Accounts
298

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2025
Branch Offices
4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MCVAY, WILLIAM, GALEICHIEF COMPLIANCE OFFICERNA Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERE Control
MACEY, REX, PHILLIPICEO/MANAGERD Control
MACEY, REX, PHILLIPICEO/MANAGERD Control
MACEY, REX, PHILLIPICEO/MANAGERD Control
MACEY, REX, PHILLIPICEO/MANAGERD Control
MACEY, REX, PHILLIPICEO/MANAGERD Control
MACEY, REX, PHILLIPICEO/MANAGERD Control
MACEY, REX, PHILLIPICEO/MANAGERD Control
MACEY, REX, PHILLIPICEO/MANAGERD Control
Fleming, Howard, McMonagleIPRINCIPALC Control
Fleming, Howard, McMonagleIPRINCIPALC Control
Fleming, Howard, McMonagleIPRINCIPALC Control
Fleming, Howard, McMonagleIPRINCIPALC Control
Fleming, Howard, McMonagleIPRINCIPALC Control
Fleming, Howard, McMonagleIPRINCIPALC Control
Fleming, Howard, McMonagleIPRINCIPALC Control
Fleming, Howard, McMonagleIPRINCIPALC Control
CHEN, GEORGEIPRINCIPALB Control
CHEN, GEORGEIPRINCIPALB Control
CHEN, GEORGEIPRINCIPALB Control
CHEN, GEORGEIPRINCIPALB Control
CHEN, GEORGEIPRINCIPALB Control
CHEN, GEORGEIPRINCIPALB Control
CHEN, GEORGEIPRINCIPALB Control
CHEN, GEORGEIPRINCIPALB Control

Registrations

Federal

IA
Mar 20, 2025 REGISTERED

Notice Filings (3)

CT GA TX

Address

5555 GLENRIDGE CONNECTOR
STE. 200
ATLANTA, GA 30342
United States
Phone: (833) 666-1200