A complete list of active advisors currently associated with Red Lady Capital Management, LLC

Warmer can help you find a great advisor at Red Lady Capital Management, LLC or one who fits your needs even better.

Red Lady Capital Management, LLC is a fee-only registered investment adviser that provides discretionary portfolio management and financial consulting to high-net-worth individuals, families, trusts, estates, charitable organizations and business entities. The firm manages separate accounts held at qualified custodians and reports approximately $87.9 million in regulatory assets under management across about 155 clients. The firm’s investment process blends a top-down/bottom-up fundamental analysis with proprietary quantitative models used as an overlay for valuation and selection; each relationship is documented with a written Investment Policy Statement and monitored for asset allocation, rebalancing, and stress-tested scenarios. Strategies include long- and short-term positions and, when appropriate or requested, the use of short sales and margin, with portfolio management delivered on a discretionary basis. Distinctive aspects include operating as a solo, independent adviser while employing quantitative overlays and short-selling capability, and having a principal who is a CFA charterholder with institutional sales and quantitative analytics experience. The firm provides its own monthly statements in addition to custodian reports, participates in the Schwab Institutional custody program, and maintains a Code of Ethics and trade oversight to address potential conflicts such as employee trading and constructive custody from fee debits.

To learn more about the advisors currently working at Red Lady Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.