RED HILLS CAPITAL, LLC
Firm details
- Headquarters
- TALLAHASSEE, Florida
- CRD number
- 126009
- Website
- redhillscapital.com
- Custodians
- SHEARSON FINANCIAL SERVICES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.94%
- Individuals16.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Red Hills Capital, LLC is a small, equity-focused advisory firm organized as an LLC and operated by an individual owner. The firm provides portfolio management services primarily to individuals and families and also maintains a registered representative relationship with a broker-dealer. Its fee mix includes both a percentage-of-assets model and fixed fees. The firm’s filings show a clear preference for liquid, exchange-traded equity exposures as the core of client portfolios rather than broad multi-asset or ESG-driven mandates. Red Hills positions itself for customized management of smaller private client relationships and small-business owners, rather than institutional or pension consulting work.
Assets & Accounts
Public Holdings
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents15%
- Investment Grade Corp Bonds10%
Contacts
2 of 2CRAIG TOWNSEND
Investment AdviserCRD 4542172
RICHARD OLEARY
Managing Partner and Portfolio ManagerCRD 2771363
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TALLAHASSEE, FL
LEON
Location
TALLAHASSEE, FL
Headquartered in TALLAHASSEE, FL, in the South of the United States.
- Region
- South
- County
- LEON
- Address
- 221 Delta Ct
- Time zone
- ET (UTC-5)
- Office locations
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