Redfish Capital

RIASEC RegisteredEst. 2026

Total AUM

$119M

Discretionary

$119M

100% of AUM

Avg account

$700K

Accounts

170

Employees

Advisory reps

Firm details

Headquarters: Cypress, Texas
CRD number: 323348
Registered since: August 6, 2026
Website: www.redfish-cap.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, AMERICAN FUNDS & TRUSTS INCORPORATED, EXCHANGE RIGHT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.45%
Charitable Organizations20.59%
Individuals14.96%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Redfish Capital is an independent, SEC-registered investment adviser organized as an LLC and positioned as a capital allocator for both individual/family and institutional clients. The firm offers fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers, which aligns with the firm's stated role as an allocator to third-party managers. The firm does not identify itself as an active ESG investor. SEC registration is recent: the firm lists 2026 as its registration year. Redfish Capital reports affiliations with accounting and insurance firms, suggesting access to complementary professional services alongside its investment advisory work.