REDFISH CAPITAL
Firm details
- Headquarters
- CYPRESS, Texas
- CRD number
- 323348
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.69%
- Individuals22.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Redfish Capital is an independent registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm operates as a discretionary investment manager with a clear tilt toward equities, implementing both separately managed accounts and pooled vehicles to meet client objectives. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers, and fee arrangements combine AUM-based billing with hourly and fixed-fee options. Redfish Capital acts as a capital allocator, sourcing third-party managers and alternative opportunities alongside traditional long-only equity strategies. The firm does not position itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Other14%
- US Government Bonds13%
- Public Funds/Mutual Funds10%
- State & Local Bonds7%
Owners & executives
1 of 1DOUGLAS MURRILL
CEOCRD 2519577
Contacts
3 of 3ROBERT SIMPTON
Financial PlannerCRD 4547249
MICHAEL GAULT
Vice President, InvestmentsCRD 4616666
Christo Zgourides
Vice President of InvestmentsCRD 4196126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CYPRESS, TX
HARRIS
Location
CYPRESS, TX
Headquartered in CYPRESS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 17302 House Hahl Rd
- Time zone
- CT (UTC-6)
- Office locations
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