Red River Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory services primarily to individuals, including blue‑collar workers and small business owners, offering portfolio management with incidental financial planning and participant‑level 401(k) advice under separate arrangements. The firm was formed in 2026 and, as of March 2026, reported no assets under management and no active clients.
Its investment approach emphasizes risk management and long‑term, diversified portfolios that often use broad‑market index funds as core holdings while applying model portfolios that are adjusted to each client’s circumstances. The firm monitors market volatility to inform equity exposure decisions, may use short‑term bond exposure via SGOV, generally does not favor mutual funds, and for clients with extended time horizons and higher risk tolerance may recommend leveraged ETFs such as SSO or UPRO.
The firm’s principal owner is the sole supervised person and also performs independent tax‑preparation work for a separate firm associated with a broker‑dealer, a relationship disclosed as separate from the advisory business. The brochure discloses that clients are required to maintain accounts at a specified custodian (Interactive Brokers), the firm does not permit directed brokerage, and it maintains a Code of Ethics and personal‑trading policies to address potential conflicts.
Client services
Expertise
Occupation focus
Fee options
1.00% annually for portfolio management services; 0.50% annually for held-away/401(k) plan advisory services
Main office
Parma OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Red River Capital · Red River Capital LLC · Veritas Capital · Veritas Capital 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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