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Redfish Capital

Updated today

Client assets under management

$75,518,485

Clients

88

23% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

22

Low

Average account size

$858,165

About

Redfish provides discretionary asset management, one-time and ongoing financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm also offers ERISA plan support as a limited-scope 3(21) fiduciary and participates in an American Funds program for clients who elect that option.

Redfish constructs client programs based on individual goals, time horizons and risk tolerance and generally manages accounts with full discretionary authority, while retaining the ability to hire and terminate sub‑advisors to manage all or part of client assets. Its methods of analysis include fundamental, technical, charting and cyclical approaches, and strategies range from long-term allocations to trading and option strategies depending on client objectives.

The brochure discloses that a firm principal co-owns an accounting and tax practice and an affiliated insurance agency (each representing less than 5% of that principal’s time), and that the firm coordinates tax, estate and insurance reviews for clients — an affiliation the firm identifies as a potential conflict and says it manages through disclosure and fiduciary procedures. That affiliation with an accounting firm, combined with in‑house discretionary management, sub‑advisor use, and ERISA 3(21) plan work at a team scale (four advisors with roughly $75 million in AUM), is relatively uncommon among similar team firms and may be material for clients who want integrated investment, tax, and insurance services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

One-time financial planning flat fee between $250 and $5,000; ongoing financial planning flat fee up to $3,000 per month.

Percentage

$0 - $50,000: 2.00% annually $50,001 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.35% annually

Project-based

Financial planning hourly fee up to $500 per hour.

Subscriptions

Ongoing financial planning services charged fixed fee up to $3,000 per month billed monthly in advance.

Other

Fee-only: Asset management fees billed monthly in advance based on assets under management; fees are negotiable.

Main office location

Redfish Capital

17302 House & Hahl Road Suite 215

Cypress TX 77433, United States

Number of offices

1

Most active in

Louisiana · Texas

Disclosures

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

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Robert S

CFP®, Series 66

Cypress, TX

Redfish Capital

Robert Simpton is a CFP® professional with 23 years of industry experience, currently serving at Redfish Capital. His prior roles include positions at SCF Securities, SCF Investment Advisors, and WFG Advisors, alongside operating as a sole proprietor for over two decades. In addition to his advisory work, he acts as a notary public in Cypress, TX. Redfish Capital provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical methods and manages accounts with full discretionary authority, often incorporating sub-advisors and offering ERISA 3(21) fiduciary support.

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

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 credential and has worked at Kempner Capital Management since 2002, a firm currently in the process of closing. Redfish Capital provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical methods and strategies tailored to client goals and risk tolerance, and it offers integrated investment, tax, and insurance services through affiliated practices.

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Douglas M

Series 63, Series 65

Cypress, TX

Redfish Capital

Douglas Murrill is a financial advisor at Redfish Capital with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SCF Investment Advisors and WFG Advisors. 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 retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a range of analytical methods and strategies tailored to client objectives and integrates investment management with affiliated accounting and insurance services.

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Christo Z

Series 63, Series 66

Cypress, TX

Redfish Capital

Christo Zgourides is a financial advisor at Redfish Capital with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Primerica Advisors, Guardian Life Insurance, and Comcast. Outside of his advisory role, he serves as a board member of AHEPA 29, Inc. Redfish Capital provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a variety of analytical methods and strategies tailored to client goals, managing accounts with full discretionary authority and offering ERISA plan support as a limited-scope 3(21) fiduciary.

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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