Red Hills Capital, LLC

RIASEC Registered
Total AUM
$57.9M
Discretionary
$57.9M
100% of AUM
Avg account
$706K
Accounts
82
Employees
3
Advisory reps
2

Firm details

Headquarters
Tallahassee, Florida
CRD number
126009
Custodians
SHEARSON FINANCIAL SERVICES, LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI83.94%
  • Individuals16.06%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Red Hills Capital, LLC is an independent, privately owned advisory firm that focuses on portfolio management for individual and family clients and small businesses. The firm operates as a registered representative of a broker-dealer and charges clients via asset-based fees and some fixed-fee arrangements. Red Hills does not identify itself as an ESG-focused manager, nor as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 75%, Cash & Cash Equivalents 15%, Investment Grade Corp Bonds 10%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents15%
  • Investment Grade Corp Bonds10%

Contacts

2 of 2
  • Craig Townsend

    Investment AdviserCRD 4542172

  • Richard Oleary

    Richard Oleary

    Managing Partner and Portfolio ManagerCRD 2771363

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tallahassee, FL

Leon

Location

Tallahassee, FL

Headquartered in Tallahassee, FL, in the South of the United States.

Region
South
County
Leon
Address
221 Delta Ct
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth