CRD: 159840
RED Lady Capital Management, LLC
$87.9M Total AUM
$85.3M Disc. AUM
-- 3Y CAGR
1 Employees
155 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Deutsche Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-28-2012
- Office Locations
- 1
Office Locations
510 ELK Ave. Unit 2 Crested Butte CO
About RED Lady Capital Management, LLC
Red Lady Capital Management, LLC is a Colorado-registered RIA serving retail clients, including entrepreneurs, with integrated financial, tax, estate, and wealth planning alongside portfolio management. Portfolios are predominantly ETF-based equity allocations with an emphasis on asset allocation and risk management. The firm uses the Tamarac platform and custody includes Charles Schwab.
Team overview
-- AVG AGE
$87.9M AVG AUM / ADVISOR
$566.9K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
CHRISTY AMBER KONG-EATON
Chief Compliance Officer
- CRD
- #4908230
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,282,240 | -- |
| Non-Discretionary | $2,589,006 | -- |
| Total | $87,871,246 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing