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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-13-2020
- Office Locations
- 1
Office Locations
About Redemption Capital
Redemption Capital is a Midland, TX boutique RIA founded in 2020 by former Merrill Lynch/Wells Fargo advisors. The firm provides discretionary asset management and financial planning for closely held family relationships, often serving entrepreneurs and accredited investors. Portfolios commonly use ETFs and fixed income with selective alternatives/real estate strategies; primary custodian is Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Chad C. Clark
Financial Advisor, General Partner, PARTNER, SENIOR ADVISOR
- CRD
- #5057668
- Ownership
- 50% but less than 75%
John Maxey
ADVISER, Advisor, Chief Compliance Officer, PARTNER
- CRD
- #6592071
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,965,527 | $618,011 |
| Non-Discretionary | $46,372,437 | $237,807 |
| Total | $237,337,964 | $470,909 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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