Redtail Capital Markets, LLC

Broker-DealerFINRA MemberEst. 2014
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 an owner-operated limited liability company that has been SEC-registered since 2014. The firm is listed in FINTRX as "Unclassified" and the public data provides limited detail about its specific advisory services, client segments, or fee model. FINTRX flags it as not acting as a capital allocator, not operating as an active ESG investor, and not designated as a multi-state or newly formed adviser; it is also not identified as a pension consultant or related adviser.

Assets & Accounts

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

Owners & executives

2 of 2
  • Anthony Caudle

    Anthony Caudle

    CEO & ChairmanCRD 2498387

  • Gigs Taylor-stephenson

    Gigs Taylor-stephenson

    SVP, Chief Compliance OfficerCRD 2100004

Contacts

1 of 1
  • Kimberly Neely

    Kimberly Neely

    FinOpCRD 2045019

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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