Skip to content

Andrew Rexroat

Investment adviser representative at Redbud Advisors
10 yearsExperience
1 stateRegistered in
$367.8MFirm assets
4 yearsFirm in business

Are you Andrew Rexroat? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Redbud AdvisorsMay 2023 to now
  2. Zelis / Payer CompassOct 2018 to May 2023
  3. Ey LLPAug 2016 to Oct 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Redbud Advisors

Legal name: Redbud Advisors LLC

$367.8MAssets managed
60Clients
4Advisers
4 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
7746482
Firm CRD
300477
Advisor's SEC record (opens in a new tab)
CallContact this firm