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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

REDTREE INVESTMENT GROUP

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC, CRD 171615

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bbf461fb-24f1-06a0-c161-57f26fa29a82

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 8
On other graphs: 0
Observed: May 19, 2014 to Feb 24, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $9.7BItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $9.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $1.6Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 538
Individual clients: 0
High net worth clients: 0
SEC number: 801-79797
CRD: 171615
Filings on the tape: 27
First filed: May 19, 2014
Latest filed: Feb 24, 2026
Organised: Limited Liability Company, OH
Website: redtreeinv.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RYAN KEITH NELSON	Chartered Financial Analyst	CINCINNATI, OH	12	30	3	no
JENNIFER CAREY TROWBRIDGE	Chartered Financial Analyst	CINCINNATI, OH	12	18	2	no
ANTHONY JOSEPH MARTINO	n/a	CINCINNATI, OH	11	11	n/a	no
JOSEPH WILLIAM VIOLAND	n/a	CINCINNATI, OH	10	11	n/a	no
Timothy Kyle Livingood	n/a	CINCINNATI, OH	6	10	n/a	no
David James Donnelly	n/a	CINCINNATI, OH	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
NELSON, RYAN, KEITH	MANAGING PRINCIPAL	D	yes	05/2014	May 19, 2014	Mar 25, 2024
TROWBRIDGE, JENNIFER, CAREY	MANAGING PRINCIPAL	D	yes	05/2014	May 19, 2014	Mar 25, 2024
Phelps, William	CHIEF OPERATIONS OFFICER	Na	no	12/2017	Mar 25, 2024	Mar 25, 2024
PRIEUR, KRISTIN, LYNNE	CHIEF COMPLIANCE OFFICER	Na	no	02/2024	Mar 25, 2024	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$9.7B	$9.6B	9	5	0	n/a	n/a
2024	Mar 3, 2025	$8.7B	$8.6B	9	5	0	n/a	n/a
2023	Mar 25, 2024	$8.0B	$7.9B	9	5	0	n/a	n/a
2022	Mar 28, 2023	$7.2B	$7.1B	8	6	1	n/a	n/a
2021	Mar 31, 2022	$6.3B	$6.2B	8	6	1	n/a	n/a
2020	Mar 17, 2021	$4.9B	$4.7B	8	6	1	n/a	n/a
2019	Mar 23, 2020	$4.3B	$4.1B	8	6	1	n/a	n/a
2018	Mar 15, 2019	$3.7B	$3.6B	6	4	0	n/a	n/a
2017	Mar 29, 2018	$3.5B	$3.4B	6	4	0	n/a	n/a
2016	Mar 30, 2017	$2.7B	$2.7B	5	4	n/a	n/a	n/a
2015	Mar 30, 2016	$2.1B	$2.0B	5	4	n/a	n/a	n/a
2014	Mar 27, 2015	$1.5B	$1.5B	4	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$9.7B	$8.7B	11.4%	$7.2B	10.2%	9	9	0	0

Relationships

Registered with (9)

← David James DonnellyAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← Timothy Kyle LivingoodAdvisorregistration: current employment
Apr 22, 2020 to presentfactForm ADV
← JOSEPH WILLIAM VIOLANDAdvisorregistration: current employment
Mar 28, 2016 to presentfactForm ADV
← ANTHONY JOSEPH MARTINOAdvisorregistration: current employment
Oct 23, 2014 to presentfactForm ADV
← RYAN KEITH NELSONAdvisorregistration: current employment
Jul 16, 2014 to presentfactForm ADV
← JENNIFER CAREY TROWBRIDGEAdvisorregistration: current employment
Jul 16, 2014 to presentfactForm ADV
← JOHN NEAL LEWISAdvisorregistration: previous registration
Apr 1, 2019 to Jan 4, 2022factForm ADV
← Daniel Tyler SmithAdvisorregistration: previous registration
Sep 16, 2019 to Apr 27, 2020factForm ADV
← EILEEN JEAN STANICAdvisorregistration: previous registration
Sep 12, 2014 to Sep 16, 2014factForm ADV

Controls (2)

← NELSON, RYAN, KEITHOwnerMANAGING PRINCIPAL, ownership code D, individual
May 19, 2014 to Mar 25, 2024factForm ADV
← TROWBRIDGE, JENNIFER, CAREYOwnerMANAGING PRINCIPAL, ownership code D, individual
May 19, 2014 to Mar 25, 2024factForm ADV

Owns (2)

← PRIEUR, KRISTIN, LYNNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 25, 2024 to Mar 25, 2024factForm ADV
← Phelps, WilliamOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Mar 25, 2024 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 25, 2024
Control person left
Perdue Alisha Dowell (Chief Compliance Officer) no longer on Schedule A of Redtree Investment Group (listed 2023-03-28, absent 2024-03-25)
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Regulatory AUM changed
Redtree Investment Group reported RAUM $6.3B, up 28% from $4.9B (2021-03-17 to 2022-03-31)
Form ADVobserved 3 days ago
$1.4B
Occurred
Jan 4, 2022
Advisor departed, no destination yet
John Neal Lewis no longer registered at Redtree Investment Group; no later IA registration on IAPD
Form ADVobserved 3 days ago
Occurred
Oct 29, 2019
Control person joined
Perdue Alisha Dowell (Chief Compliance Officer) appeared on Schedule A of Redtree Investment Group
Form ADVobserved 3 days ago
Occurred
Oct 29, 2019
Control person left
Daniel Patrick Hayes (Chief Compliance Officer) no longer on Schedule A of Redtree Investment Group (listed 2019-08-29, absent 2019-10-29)
Form ADVobserved 3 days ago
Occurred
Mar 15, 2019
Control person left
Ashley Matthew Swendiman (Chief Compliance Officer) no longer on Schedule A of Redtree Investment Group (listed 2019-01-24, absent 2019-03-15)
Form ADVobserved 3 days ago
Occurred
Mar 15, 2019
Control person joined
Daniel Patrick Hayes (Chief Compliance Officer) appeared on Schedule A of Redtree Investment Group
Form ADVobserved 3 days ago
Occurred
May 19, 2014
First Form ADV filing
Redtree Investment Group filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bbf461fb-24f1-06a0-c161-57f26fa29a82
First observed: May 19, 2014
Last observed: Feb 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REDTREE INVESTMENT GROUP

KINDRED SPIRITS INVESTMENT MANAGEMENT, LLC, CRD 171615

CINCINNATI, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bbf461fb-24f1-06a0-c161-57f26fa29a82

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RYAN KEITH NELSON

Chartered Financial Analyst

CINCINNATI, OH

JENNIFER CAREY TROWBRIDGE

Chartered Financial Analyst

CINCINNATI, OH

ANTHONY JOSEPH MARTINO

n/a

CINCINNATI, OH

n/a

JOSEPH WILLIAM VIOLAND

n/a

CINCINNATI, OH

n/a

Timothy Kyle Livingood

n/a

CINCINNATI, OH

n/a

David James Donnelly

n/a

CINCINNATI, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

NELSON, RYAN, KEITH

MANAGING PRINCIPAL

yes

05/2014

May 19, 2014

Mar 25, 2024

TROWBRIDGE, JENNIFER, CAREY

MANAGING PRINCIPAL

yes

05/2014

May 19, 2014

Mar 25, 2024

Phelps, William

CHIEF OPERATIONS OFFICER

12/2017

Mar 25, 2024

PRIEUR, KRISTIN, LYNNE

CHIEF COMPLIANCE OFFICER

02/2024

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$9.7B

$9.6B

n/a

2024

Mar 3, 2025

$8.7B

$8.6B

n/a

2023

Mar 25, 2024

$8.0B

$7.9B

n/a

2022

Mar 28, 2023

$7.2B

$7.1B

n/a

2021

Mar 31, 2022

$6.3B

$6.2B

n/a

2020

Mar 17, 2021

$4.9B

$4.7B

n/a

2019

Mar 23, 2020

$4.3B

$4.1B

n/a

2018

Mar 15, 2019

$3.7B

$3.6B

n/a

2017

Mar 29, 2018

$3.5B

$3.4B

n/a

2016

Mar 30, 2017

$2.7B

n/a

2015

Mar 30, 2016

$2.1B

$2.0B

n/a

2014

Mar 27, 2015

$1.5B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$9.7B

$8.7B

11.4%

$7.2B

10.2%