Redtail Capital Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
West Bloomfield, Michigan
CRD number
169781
Registered since
August 19, 2014

Firm profile

FINTRX

Overview

Redtail Capital Markets, LLC is organized as a limited liability company with individual ownership. Publicly available records classify the firm as unclassified and indicate it does not act as a capital allocator. The firm does not identify as an active ESG investor, is not listed as a multistate adviser, is not characterized as a newly formed adviser, and does not serve as a pension consultant or related adviser. Available data about the firm’s client segments, fee structure, business activities and advisory offerings was not provided, so there is no detailed information on its target clients or service model in public filings.

Assets & Accounts

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

Owners & executives

2 of 2
  • Gigs Taylor-stephenson

    Gigs Taylor-stephenson

    SVP, Chief Compliance OfficerCRD 2100004

  • Anthony Caudle

    Anthony Caudle

    CEO & ChairmanCRD 2498387

Contacts

1 of 1
  • Kimberly Neely

    Kimberly Neely

    FinOpCRD 2045019

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

West Bloomfield, MI

Oakland

Location

West Bloomfield, MI

Headquartered in West Bloomfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
6983 Hawk Woods Ct
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth