RED SKY CAPITAL MANAGEMENT

RIASEC Registered

Total AUM

$91.5M

Discretionary

$91.5M

100% of AUM

Avg account

$326K

Accounts

281

Employees

Advisory reps

Firm details

Headquarters: FREDERICK, Maryland
CRD number: 151808
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI51.65%
Other Investment Advisers23.75%
Individuals23.59%
Charitable Organizations1.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Red Sky Capital Management is an independent, corporation-structured registered investment adviser operating as a capital allocator for private and institutional clients. The firm serves individuals, families and institutional investors and provides financial planning, portfolio management for individuals and small businesses, and the selection/oversight of third-party advisers. Its client-fee model combines a percentage-of-assets approach with the option for hourly billing. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser in the available data.