Red Sky Capital Management

RIAState Registered
Total AUM
$91.5M
Discretionary
$91.5M
100% of AUM
Avg account
$326K
Accounts
281
Employees
2
Advisory reps
1

Firm details

Headquarters
Frederick, Maryland
CRD number
151808
Custodians
AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI51.65%
  • Other Investment Advisers23.75%
  • Individuals23.59%
  • Charitable Organizations1.01%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Red Sky Capital Management is an independent registered adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It operates as a capital allocator, directing client capital to third‑party managers where appropriate. Compensation comes primarily from a percentage of assets under management, with hourly billing used for some services. The adviser describes its core activity around discretionary portfolio management and financial planning for private clients, with an explicit capability to identify and place assets with external managers. Environmental, social, and governance considerations are not flagged as an active focus.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 47%, Exchange Traded Equities 41%, Cash & Cash Equivalents 12%47%
  • Public Funds/Mutual Funds47%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents12%

Contacts

1 of 1
  • Brandon Crabb

    PresidentCRD 3208035

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Frederick, MD

Frederick

Location

Frederick, MD

Headquartered in Frederick, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Frederick
Address
47 E All Saints St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth