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Brandon Richard Crabb

Advisor at Red Sky Capital Management — New Market, MD

Updated today

Credentials

Series 63, Series 65

Experience

26 years

Location

New Market, MD 21774-6202

Red Sky Capital Management logo

Red Sky Capital Management

Independent

Total advisors

1

Clients per advisor

147 Very High

Avg AUM per client

$468,178 Typical

HNW client ratio

26% Typical

About

Brandon Crabb is a financial advisor at Red Sky Capital Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research, Inc. since 2010. He also operates Crabb Financial Strategies, an independent insurance agency. Red Sky Capital Management provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth investors, trusts, foundations, corporations, and pension plans. The firm’s investment approach combines fundamental and technical analysis with quantitative algorithms and risk management, emphasizing diversification and capital preservation.

Client services

Based on Red Sky Capital Management

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Red Sky Capital Management

Active portfolio management Wealth management

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Fee options

Percentage

Up to 1.95% annually, flat percentage rate (may be reduced or tiered at Advisor's discretion)

Project-based

Up to $400 per hour for financial planning and consulting services

Other

Account minimum: $25,000

Location

New Market, MD

1 W. Main Street

New Market MD 21774-6202

Advisors at this office

1

Most active in

Maryland · Pennsylvania

Work history

26 years of industry experience

Cambridge Investment Research, Inc

2010 - Present • 16 years

Fairfield, IA

Red Sky Capital Management

2009 - Present • 17 years

New Market, MD

Crabb Financial Strategies

2006 - Present • 20 years

New Market, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jeremy V

CFP®, CPWA®

Frederick, MD

Flower City Capital LLC

Jeremy joined Flower City Capital in February of 2026, bringing extensive experience advising individuals and families on their wealth management goals. As a Senior Wealth Advisor, he delivers a highly personalized approach to financial planning, building trusted, long-term relationships while thoughtfully addressing complex financial needs. Prior to joining Flower City Capital, Jeremy was a Financial Advisor at Turning Point Financial. He holds the Certified Financial Planner (CFP®) and Certified Private Wealth Advisor (CPWA) designations. Jeremy graduated from Hood College in Frederick, Maryland with a Bachelor of Arts in Business Administration with a concentration in Finance. He lives in Hagerstown, Maryland, with his wife Emily and their daughter, Abigail. In his free time, he enjoys playing basketball, spending time outdoors, and watching sports.

Wealth management General retirement planning General tax planning Retirement withdrawal strategies Social Security optimization
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Roy B

Series 63, Series 65

Frederick, MD

Priority Financial Advisors, LLC

Roy Beyer is the sole advisor at Priority Financial Advisors, LLC in Frederick, MD, with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with Capwest since 2007 and the Wycoff Stock Market Institute since 1992. Outside of advisory work, he owns a music performance business providing live music at private events. Priority Financial Advisors is an independent registered investment adviser serving individual and high-net-worth clients with ongoing investment supervisory services and hourly financial planning. The firm uses a defined Investment Policy Statement tailored to each client and employs a mix of charting, fundamental, technical, and cyclical analysis to build diverse portfolios, while offering complimentary educational seminars and maintaining a very small client roster managed solely by the principal advisor.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Annuities
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Patricia B

CFP®, Series 65

Walkersville, MD

AAA Advisory LLC

Patricia Bush is a CFP® and Series 65-registered advisor at AAA Advisory LLC with six years of industry experience. She has worked at Bestgate Tax & Accounting Advisors, LLC and Squire, Lemkin + Company, LLP, where she held various roles including tax consulting. Alongside her advisory work, she provides tax review and preparation services as a tax consultant. AAA Advisory LLC offers project-based financial planning and tax preparation services primarily through virtual meetings. The firm serves individual clients, including high-net-worth individuals, focusing on limited-scope engagements and non-discretionary investment recommendations that emphasize long-term, passive asset-allocation strategies without portfolio management or asset-based fees.

Tax-loss harvesting General tax planning Cash flow / budgeting
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Jeyamariappan G

CFA®, Series 65

Clarksburg, MD

Samatva Wealth Management LLC

Jeyamariappan Ganapathy is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been the sole advisor at Samatva Wealth Management LLC since 2015 and previously worked at Senaissance Software. Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and focuses on a long-term investment horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds.

General tax planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Christopher R

CFP®, Series 63, Series 65

New Market, MD

Applied Financial Wisdom

Christopher Ruspi is a CERTIFIED FINANCIAL PLANNER™ professional with 36 years of industry experience. He has been with Applied Financial Wisdom since 2012 and also maintains an affiliation with LPL Financial. Outside of his advisory work, he owns a travel blog. Applied Financial Wisdom provides discretionary and non-discretionary asset management, comprehensive financial planning, and retirement-plan allocation services to individuals, high-net-worth clients, and business entities. The firm’s investment approach is based on a proprietary top-down forecast that incorporates fundamental, technical, and cyclical analysis, utilizing sector rotation, ETFs, individual equities, fixed income, and, when appropriate, options and margin strategies.

Retirement income strategy General estate planning guidance Business ownership considerations
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Brian W

CFP®, Series 66

Woodbine, MD

Homewood Capital Management East LLC

Brian Wee is a CFP® professional with 15 years of industry experience, currently serving as the principal of Homewood Capital Management East LLC since 2017. He previously worked at Homewood Capital Management, Inc. from 2013 to 2018. Outside of his advisory role, Brian is a licensed real estate agent and insurance agent based in Woodbine, MD. Homewood Capital Management East LLC provides portfolio management and financial planning services to individual clients, focusing on long-term, diversified investment strategies grounded in modern portfolio theory. The firm emphasizes documented risk tolerance and time horizons, offering both discretionary and non-discretionary management, with regular portfolio reviews.

Annuities
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