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 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.

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.

Name	Location	Years of experience
Michael Gault	Cypress, TX	23
Douglas Murrill	Cypress, TX	32
Robert Simpton	Cypress, TX	23
Christo Zgourides	Cypress, TX	21

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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