REDFISH CAPITAL

RIASEC Registered
Total AUM
$75.5M
Discretionary
$75.5M
100% of AUM
Avg account
$858K
Accounts
88
Employees
4
Advisory reps
4

Firm details

Headquarters
CYPRESS, Texas
CRD number
323348
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.69%
  • Individuals22.31%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Redfish Capital is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm operates as a discretionary investment manager with a clear tilt toward equities, implementing both separately managed accounts and pooled vehicles to meet client objectives. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers, and fee arrangements combine AUM-based billing with hourly and fixed-fee options. Redfish Capital acts as a capital allocator, sourcing third-party managers and alternative opportunities alongside traditional long-only equity strategies. The firm does not position itself as an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 39%, Other 14%, US Government Bonds 13%, Public Funds/Mutual Funds 10%, State & Local Bonds 7%, Cash & Cash Equivalents 7%, Non-Exchange Traded Equities 5%, Investment Grade Corp Bonds 5%39%
  • Exchange Traded Equities39%
  • Other14%
  • US Government Bonds13%
  • Public Funds/Mutual Funds10%
  • State & Local Bonds7%

Owners & executives

1 of 1
  • DOUGLAS MURRILL

    CEOCRD 2519577

Contacts

3 of 3
  • ROBERT SIMPTON

    Financial PlannerCRD 4547249

  • MICHAEL GAULT

    Vice President, InvestmentsCRD 4616666

  • Christo Zgourides

    Vice President of InvestmentsCRD 4196126

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CYPRESS, TX

HARRIS

Location

CYPRESS, TX

Headquartered in CYPRESS, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
17302 House Hahl Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth