Redhawk Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Redhawk Wealth Advisors reports 3,205 clients. They include 3,006 individual clients, 112 high-net-worth individuals, and 61 pension and profit-sharing plans. Of its assets, 42.2% ($615M across 2,096 accounts) are managed with discretion; $842M across 4,543 accounts are not. It advised 68 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 70% |
| High-net-worth individuals | 3% | 24% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | <1% | <1% |
| Insurance companies | <1% | 2% |
| Other client typesCorporations and other businesses | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,006 | $1.02B | 70.3% | $340K |
| High-net-worth individuals | 112 | $355M | 24.4% | $3.17M |
| Pension and profit-sharing plans | 61 | $22.8M | 1.6% | $374K |
| Charitable organizations | Fewer than 5 | $50.1K | 0.0% | $50.1K |
| Insurance companies | 11 | $24.4M | 1.7% | $2.22M |
| Corporations and other businesses | 14 | $30.7M | 2.1% | $2.19M |
| Total | 3,205 | $1.46B | 100% | — |
- Clients
- 3,006
- Regulatory AUM
- $1.02B
- AUM share
- 70.3%
- Avg. per client
- $340K
- Clients
- 112
- Regulatory AUM
- $355M
- AUM share
- 24.4%
- Avg. per client
- $3.17M
- Clients
- 61
- Regulatory AUM
- $22.8M
- AUM share
- 1.6%
- Avg. per client
- $374K
- Clients
- Fewer than 5
- Regulatory AUM
- $50.1K
- AUM share
- 0.0%
- Avg. per client
- $50.1K
- Clients
- 11
- Regulatory AUM
- $24.4M
- AUM share
- 1.7%
- Avg. per client
- $2.22M
- Clients
- 14
- Regulatory AUM
- $30.7M
- AUM share
- 2.1%
- Avg. per client
- $2.19M
Total
- Clients
- 3,205
- Regulatory AUM
- $1.46B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 68
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Redhawk Wealth Advisors charges up to 1.75% a year for its Wealth management fees. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Fixed fee for financial planning, from $250 to $2,500 depending on scope and complexity; fees are due on execution of the agreement.
- Retirement plan advisory services
- Advisory fee negotiated with each plan sponsor, typically billed quarterly; the terms are agreed in advance.
Daniel Hunt owns 50% to 75% of Redhawk Wealth Advisors. Daniel Hunt is CEO; the leadership team includes President Richard Keast. It has 55 employees, 47 of them in advisory roles.
Leadership
- Daniel HuntChief Executive Officer
- Richard KeastPresident/ Chief Compliance Officer
- Boniface CoelhoOwner
- Navi DowtyOwner
Investment adviser representatives
43 representatives listed in the SEC register as of 9 October 2026.
- Joseph Darrell Armstrong III
- Robert Westin Bridel III
- Allen Bronton
- Steven Kiefer Burke
- Jeffrey Alan Cerny
- Boniface Desmond Coelho
- Kevin James Collard
- Richard Kelly Ericson
- Timothy Ronald Evon
- Kristina Gambino
- Jay Gershman
- Scott Locke Greenameyer
- Jason Hand
- Paul Charles Horan
- Daniel Edward Hunt
- Deborah Ann Joseph
- Evan James Kramlich
- Christopher P Kurtz
- Michael Anthony Lange
- Sandy G Levine
- Sandra Mazonas
- Mary Horan McBride
- Raphael Anthony Musto
- James Clifton Neathery
- Dennis Eugene Pascarella
- Aaron David Patten
- Kurtis Andrew Polacek
- Andrew Steven Riis
- Steven Edwin Roeth
- Craig Andrew Roncaioli
- Matthew Rosenberger
- Evonne Ianacone Ryan
- Katrina Lee Savage
- Sharyl Lee Schultz
- David Anthony Sutkaitis
- Boon Ser Tan
- George Byron Thompson JR
- Peter J Thoresen
- James Nicholas Volpe
- Skipper Blain Waller
- Nathan Bryan Willis
- Peter R Wittman
- Dale Thomas Wolberg
Staff
- 55 employees
- 47 in advisory functions
- 47 state-registered reps
- 1 broker-dealer rep
- 37 insurance agents
- Owns 50% to 75% of Redhawk Wealth Advisors, Inc.
Daniel Hunt
Control person · since February 2008
- Owns 10% to 25% of Redhawk Wealth Advisors, Inc.
Navi Dowty
since April 2011
- Owns 10% to 25% of Redhawk Wealth Advisors, Inc.
Richard Keast
Control person · since July 2015
- Owns 5% to 10% of Redhawk Wealth Advisors, Inc.
Boniface Coelho
since September 2013
Redhawk Wealth Advisors’ regulatory assets went from $1.42B (July 2021) to $1.46B (September 2026); clients rose from 1,668 to 3,205 and employees from 41 to 55.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $1.46B | 3,205 | 55 | 34 |
| February 2025 | $1.84B | 3,283 | 55 | 39 |
| May 2024 | $1.82B | 2,779 | 55 | 39 |
| July 2023 | $1.21B | 2,168 | 43 | 38 |
| July 2022 | $1.38B | 1,723 | 42 | 29 |
| July 2021 | $1.42B | 1,668 | 41 | 29 |
Besides its headquarters, Redhawk Wealth Advisors has 33 offices (4 private residences, listed without an address), with 31 listed addresses across 17 states.
California · 4 listed addresses
- 400 Corporate Pointe, Culver City
- 1900 Embarcadero, Oakland
- 3790 Via De La Valle, Del Mar
- 2372 Morse Avenue, Irvine
Colorado · 3 listed addresses
- 2650 West Belleview Avenue, Littleton
- 5984 S. Prince St., Littleton
- 10851 S Crossroads Drive, Parker
Minnesota · 3 listed addresses
- 8500 Normandale Lake BLVD, Suite 960, MinneapolisHQ
- 600 Highway 169 S, Minneapolis
- 4140 Richard Ave., Hermantown
Nevada · 3 listed addresses
- 8860 S. Maryland Pkwy, Las Vegas
- 9640 W. Tropicana Ave., Las Vegas
- 2122 Fort Sanders St, Henderson
Connecticut · 2 listed addresses
- 15 North Main Street, West Hartford
- 20 Waterside Drive, Farmington
Indiana · 2 listed addresses
- 3209 W. Smith Valley Road, Greenwood
- 209 E Morthland DR., Valparaiso
Oklahoma · 2 listed addresses
- 2525 Northwest Expressway, Oklahoma City
- 102 South Van Buren, Enid
Tennessee · 2 listed addresses
- 330 Mallory Station Road, Franklin
- 1050 Glenbrook Way, Hendersonville
Texas · 2 listed addresses
- 118 S. Friou St., Alvarado
- 930 S. Bell BLVD, Cedar Park
Arizona · 1 listed address
- 45237 W Norris Road, Maricopa
Florida · 1 listed address
- 90 Fort Wade Road, Ponte Vedra
Illinois · 1 listed address
- 1 Overlook Point, Lincolnshire
Iowa · 1 listed address
- 2444 East Kimberly Road, Davenport
Michigan · 1 listed address
- 1408 W. Hill Road, Flint
North Carolina · 1 listed address
- 140 Iowa Lane, Cary
Ohio · 1 listed address
- 7924 Jessies Way, Hamilton
Pennsylvania · 1 listed address
- 1065 Highway 315, Wilkes-Barre
Other business names
Redhawk Wealth Advisors has reported 31 other business names to the SEC.
- Ace Tax & Financial
- Alink Capital Preservation and Risk Management, LLC
- Alink Captive Insurance Services
- Alliance Financial Group
- Annuity Benefits Counselors, Inc.
- Atlas Wealth Management
- Clear Financial Strategies, LLC
- Criterium Financial Advisors, LTD.
- Di Fiducia LLC
- Equity Financial Group
- Financial Fitness Group, LLC
- Financial Independence Team, LLC
Show all 31 names
- Focused Financial Solutions
- Iluma Financial Partners
- James C Neathery & Associates
- K & A Wealth Advisors
- Keep Your Wealth LLC
- Kingdom Calling
- Lange Financial Advisors, Inc.
- Nuvo Wealth
- Patten Financial Group, LLC
- Retirement Visions
- Scott Greenameyer Wealth Advisor
- Sis Services
- TCG Prosperity
- Tan Financial Solutions
- The Financial Legacy Group
- The Wittman Group, Inc.
- Thompson Wealth Management
- Wealth Strong Life Solutions
- West End Wealth Management
Contact and registration details
- Legal name
- Redhawk Wealth Advisors, Inc.
- Headquarters
- 8500 Normandale Lake BLVD, Suite 960, Minneapolis, MN 55437
- Website
- redhawkwa.com
- Phone
- 952-835-4295
- @redhawk-wealth-advisors
- SEC file
- 801-68902
- Structure
- Minnesota corporation
- Fiscal year end
- December
Redhawk Wealth Advisors uses Charles Schwab ($1.3B) as custodian for its separately managed accounts. Redhawk Wealth Advisors has custody of $391M in client assets for 1,554 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $1.3B100%
At year end, Redhawk Wealth Advisors’ separately managed accounts were mostly in funds (64%) and stocks (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.02B across 408 positions; the largest are State Str SPDR S&P 500 ETF T (3.0%), Invesco Exchange Traded FD T (2.4%) and Schwab Strategic TR (2.3%).
What the accounts hold
- Stocks23%
- Funds64%
- Registered funds61%
- Pooled vehicles3%
- Bonds1%
- Cash7%
- Other2%
- Annuities, limited partnerships2%
Filed values cover 97%. The neutral 3% gap has no reported category.
Reported 13F holdings
- $1.02B
- Reported 13F value
- 408
- Positions
- 22.2%
- In the 10 largest
- +12.1%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit3.0%
- Invesco Exchange Traded FD T · S&P500 Eql Wgt2.4%
- Schwab Strategic TR · US Lcap GR ETF2.3%
- Invesco Exchange Traded FD T · S&P500 Quality2.2%
- Nvidia Corporation2.2%
- Select Sector SPDR TR · ST Str Techn ETF2.1%
- First TR Exchange Traded FD · Risng Divd Achiv2.1%
- SPDR Gold TR · Gold Shs2.0%
- Putnam ETF Trust · Focused Lar Cap1.9%
- Capital Grp Fixed Incm ETF T · US Multi-sector1.9%
Together, the ten largest are 22.2% of reported value.
How many clients does Redhawk Wealth Advisors have?
Redhawk Wealth Advisors has 3,205 clients and manages $1.46 billion for them, as of September 2026. They include 3,006 individual clients, 112 high-net-worth individuals, and 61 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does Redhawk Wealth Advisors offer?
Redhawk Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Redhawk Wealth Advisors charge?
Redhawk Wealth Advisors charges up to 1.75% a year for its Wealth management fees. The fee is billed in arrears and is negotiable.
Source: 2A BROCHURE, filed 30 April 2026
Which custodians does Redhawk Wealth Advisors use?
Redhawk Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $1.3B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does Redhawk Wealth Advisors have?
Redhawk Wealth Advisors has 47 investment adviser representatives registered with state securities authorities, out of 55 employees, and 47 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 37 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Redhawk Wealth Advisors invest in?
At the end of its last fiscal year, Redhawk Wealth Advisors’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 7% cash and equivalents, 3% pooled vehicles (private funds and similar), 2% other and 1% U.S. government and agency bonds. The 2% other category is described as: Annuities, Limited Partnerships.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Redhawk Wealth Advisors?
Redhawk Wealth Advisors’ direct owners are Daniel Hunt (50% to 75%), Boniface Coelho (5% to 10%), Navi Dowty (10% to 25%) and Richard Keast (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does Redhawk Wealth Advisors get paid?
Redhawk Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Redhawk Wealth Advisors registered with the SEC?
Yes, Redhawk Wealth Advisors has been registered with the SEC as an investment adviser since 6 March 2008. Its CRD number is 146616 and its SEC file number is 801-68902.
Source: Form ADV Part 1A, Item 1, filed 23 September 2026; IAPD firm record
How do I contact Redhawk Wealth Advisors?
Redhawk Wealth Advisors’ main office is at 8500 Normandale Lake BLVD, Suite 960, Minneapolis, MN 55437. Its phone number is 952-835-4295. Its website is redhawkwa.com.