Redmount Capital Partners LLC

RIASEC Registered

Total AUM

$36.9M

Discretionary

$15M

41% of AUM

Avg account

$785K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Newport Beach, California
CRD number: 174198
Website: redmountcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI35.59%
Charitable Organizations32.66%
Individuals15.91%
Corporations / Businesses15.27%
Pension & Profit Sharing Plans0.57%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Redmount Capital Partners LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works with both individual/family and institutional clients and combines wealth management with insurance brokerage. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and performance-based fees. Redmount does not identify as an active ESG investor.