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 is an SEC-registered adviser with registration dating to 2014. FINTRX classifies the firm as “unclassified” and identifies the owner type as individual. The dataset flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. The firm’s FINTRX profile provides very limited operational detail: business activities and advisory services are not described in the records provided. The profile also indicates Redtail Capital Markets is not listed as a multi-state adviser, not newly formed, and not designated as a pension consultant or related adviser in the FINTRX snapshot.

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
  • Gigs Taylor-stephenson

    Gigs Taylor-stephenson

    SVP, Chief Compliance OfficerCRD 2100004

  • Anthony Caudle

    Anthony Caudle

    CEO & ChairmanCRD 2498387

Contacts

1 of 1
  • Kimberly Neely

    Kimberly Neely

    FinOpCRD 2045019

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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