Redfish Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$94,500,000
Clients
168
Advisors
4
of 4 employees
About
Redfish Capital provides discretionary asset management, one‑time and ongoing financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high‑net‑worth clients, and business entities. The firm manages client portfolios directly and also operates through an American Funds program and third‑party sub‑advisors to implement client strategies.
Investment decisions draw on a mix of fundamental, technical, charting and cyclical analysis and may include long‑ and short‑term positions, options and other instruments as appropriate; portfolios are tailored to documented client goals, time horizons and risk tolerance. Redfish conducts periodic (typically quarterly) account reviews, offers annual plan updates, and coordinates tax, estate and property/casualty reviews with clients’ accountants, attorneys and insurance agents.
A distinctive feature for a firm this size is its affiliated businesses — Redfish Insurance Services LLC and Redfish Accounting and Tax — and the dual role of its advisers in offering insurance and accounting‑related services, arrangements the brochure discloses and says are managed through disclosures and fiduciary procedures. The firm also highlights use of sub‑advisors and an American Funds program for portfolio implementation and notes its recent brochure updates tied to SEC registration.
Client services
Expertise
Occupation focus
Fee options
One time financial planning fees based on complexity, ranging from $250 to $5,000. Ongoing financial planning flat fees up to $3,000 per month.
Up to $50,000 - $50,000: 2.00% $50,001 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.50% Over $10,000,000+: 0.35%
Investment advisor representatives receive commissions from sales of investment related products such as insurance.
Financial planning hourly fees up to $500 per hour.
Main office
17302 House & Hahl Road Suite 215
Cypress TX 77433
Advisors at this office
4
Most active in
Louisiana · Texas
Also doing business as
Redfish Capital · Redfish Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Robert S
CFP®, Series 66
Cypress, TX
Redfish Capital
Robert Simpton is a CFP® with 23 years of industry experience, currently serving as an advisor at Redfish Capital. His career includes roles at SCF Securities, WFG Advisors, and as a sole proprietor since 2002. Outside of his advisory work, he is a notary public. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to client goals, coordinating closely with clients’ other professional advisors.
Michael G
Series 65
Cypress, TX
Redfish Capital
Michael Gault is a financial advisor at Redfish Capital with 23 years of industry experience. He holds a Series 65 designation and previously worked at Kempner Capital Management, Inc. for 24 years. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis in portfolio management and offers integrated services including insurance and accounting through affiliated businesses.
Douglas M
Series 63, Series 65
Cypress, TX
Redfish Capital
Douglas Murrill is a financial advisor at Redfish Capital with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Redfish Capital Management LLC since 2010. Outside of his advisory role, he serves as an officer of the Joe Murrill Family Foundation. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a variety of investment strategies tailored to client goals and coordinates with other professional advisors, while also offering affiliated insurance and accounting services.
Christo Z
Series 63, Series 66
Cypress, TX
Redfish Capital
Christo Zgourides is a financial advisor at Redfish Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities and Comcast. He also serves as a board member for AHEPA 29, Inc. and works as an insurance agent with Guardian Life Insurance. Redfish Capital offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs a blend of fundamental and technical analyses and integrates insurance and accounting services through affiliated businesses.
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