Redmount Capital Partners LLC

RIAState 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 wealth advisory firm organized as an LLC and owned by an individual principal. The adviser works with both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm also operates as an insurance broker. Its client-fee arrangements include percentage-of-AUM billing, hourly charges, and performance-based fees. Redmount does not identify itself as an ESG-focused investor and is not a capital allocator to external managers.