Redwood Investment Group, Inc

Overview

Redwood Investment Group, Inc is an SEC and state registered investment adviser based in Fort Bragg, CA, registered since 2013. It reports $23M in assets under management across 768 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$23M

Discretionary

100%

Accounts

768

Average account

$3K

Employees

3

Advisory reps

3

Registered since

2013

Jurisdictions

17

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 1 of 1

• Daniel Robert Catone President, Chief Compliance Officer CRD 4469467

Advisory reps 3 of 3

• Kyle Fairall Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6313351
• Patrick Michael Jeffs-Catone Registered Rep · Investment Adviser Rep CRD 5738008
• Zachary Adam Miller Registered Rep · Investment Adviser Rep CRD 7893397

Location

Headquarters

319 N Main St
Fort Bragg, CA 95437

County

Mendocino

Metro area

Ukiah, CA

Region

West

Registrations

• SEC and state registered
• Registered in 17 jurisdictions
• Website: myredwoodinvestments.com

Every state, with registration dates

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