A complete list of active advisors currently associated with Redfish Capital

Warmer can help you find a great advisor at Redfish Capital or one who fits your needs even better.

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.

To learn more about the advisors currently working at Redfish Capital, 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.