Redtree Investment Group

CRD 171615 · Cincinnati, OH · $9.7B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 171615
SEC number: 801-79797
Firm type: RIA
Assets under management: $9.7B as of Feb 24, 2026
Website: www.redtreeinv.com ↗
Phone: 888-596-2293
Address: 5050 Section Avenue, Cincinnati, OH, 45212

Advisors at this firm

6 in our index · page 1 of 1

David James DonnellyCRD 8195114 · Cincinnati, OH

IA Registered
Timothy Kyle LivingoodCRD 6842414 · Cincinnati, OH

IA RegisteredRegistration inactive
Anthony Joseph MartinoCRD 5968015 · Cincinnati, OH

IA Registered
Ryan Keith NelsonCRD 2469485 · Cincinnati, OH

IA Registered
Jennifer Carey TrowbridgeCRD 3000281 · Cincinnati, OH

IA Registered
Joseph William ViolandCRD 6380172 · Cincinnati, OH

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 171615 ↗ FINRA BrokerCheck record for firm CRD 171615 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.