Wealth manager, independent · Minneapolis, MN
Redhawk Wealth Advisors, Inc.
SEC-registered investment adviser · CRD 146616 · SEC 801-68902
At a glance
Redhawk Wealth Advisors, Inc. is an SEC-registered investment adviser based in Minneapolis, Minnesota, with $1.5B in regulatory assets under management as of its Form ADV filed September 23, 2026. It reports 3,118 individual clients, 112 of them high-net-worth, holding an average of about $0.4 million each, and 55 employees. That ranks it 757th among the nation’s 5,657 independent wealth management RIAs and 22nd of 140 in Minnesota. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 952-835-4295redhawkwa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #757 of 5,657
- Rank among all SEC RIAs
- #4,340 of 17,210
- Rank in Minnesota
- #22 of 140
- Individual clients
- 3,118
- High-net-worth clients
- 112
- Accounts
- 6,639
- Discretionary
- 42% of AUM
- Employees
- 55
- Advisory staff
- 47
- Offices
- 34
Owners and executives on its Form ADV
- Daniel E. HuntChief Executive Officer
- Boniface D. CoelhoOwner
- Navi J. DowtyOwner
- Richard P KeastPresident/ Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Redhawk Wealth Advisors, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed April 2026) names Silver Oak Securities as the broker-dealer its advisers are registered with.
BROKER-DEALER AFFILIATED Our Firm is not a broker-dealer, but some of the IARs are Registered Representatives of Silver Oak Securities, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 3,006 | $1.0B | 70% |
| High-net-worth individuals | 112 | $355M | 24% |
| Corporations or other businesses | 14 | $31M | 2% |
| Insurance companies | 11 | $24M | 2% |
| Pension and profit sharing plans | 61 | $23M | 2% |
| Charitable organizations | 1 | $0M | <1% |
Disciplinary disclosures
Redhawk Wealth Advisors, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗redhawkwa.com ↗
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Similar-size RIAs in Minnesota
All of Minnesota →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Strategic Wealth GroupEden Prairie | $1.5B | 3,524 |
| Midwest Financial PartnersSt. Cloud | $1.5B | 438 |
| Pine Grove Financial GroupWoodbury | $1.5B | 1,404 |
| Affiance Financial LLCSt. Louis Park | $1.4B | 1,178 |
| Palisade Asset Management, LLCMinneapolis | $1.3B | 104 |
| Great Waters FinancialShoreview | $1.2B | 1,627 |
Background
Questions
How much does Redhawk Wealth Advisors, Inc. manage?
Redhawk Wealth Advisors, Inc. reports $1.5B in regulatory assets under management across 6,639 accounts, 42% of it on a discretionary basis, on its Form ADV filed September 23, 2026.
How many clients does Redhawk Wealth Advisors, Inc. have?
It reports 3,118 individual clients: 112 high-net-worth individuals and 3,006 other individuals. Individuals account for about 95% of its regulatory assets.
Where is Redhawk Wealth Advisors, Inc. headquartered?
Its main office is in Minneapolis, Minnesota. It reports 34 offices in total and 55 employees, 47 of whom perform investment advisory functions.
How does Redhawk Wealth Advisors, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Redhawk Wealth Advisors, Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed September 23, 2026, it reports these amounts held: Charles Schwab ($1.3B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Redhawk Wealth Advisors, Inc. a hybrid RIA with a broker-dealer?
Redhawk Wealth Advisors, Inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Redhawk Wealth Advisors, Inc. a fiduciary?
As an SEC-registered investment adviser, Redhawk Wealth Advisors, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Redhawk Wealth Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-23), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →