Martha Lynn Theus
Investment adviser representative at Red Swan Private Client
26 yearsExperience
1 stateRegistered in
$165.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Red Swan Private ClientMay 2023 to now
- Redswan Markets LLCFeb 2022 to now
- Redswan Pc Inc.Feb 2022 to now
- Martha L. Theus, CpaApr 2000 to now
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Red Swan Private Client
Legal name: Redswan Pc, Inc
$165.3MAssets managed
7Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7703122
- Firm CRD
- 307278