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 organized as a limited liability company and appears on SEC records dating back to 2014. Ownership is listed as an individual owner and the firm is classified in the dataset as "Unclassified," with no indication that it operates as a capital allocator or a multi-state registered adviser. The snapshot flags several negative-flag attributes: the firm is not marked as an active ESG investor, is not a pension consultant, is not a related adviser, and is not identified as a newly formed adviser. Publicly available fields for client segments, fee models, and core advisory or business activities are not populated in the dataset provided.

Assets & Accounts

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

    CEO & ChairmanCRD 2498387

  • GIGS TAYLOR-STEPHENSON

    SVP, Chief Compliance OfficerCRD 2100004

Contacts

1 of 1
  • 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