R
$119.0M Total AUM
$119.0M Disc. AUM
-- 3Y CAGR
4 Employees
170 ADV. Clients
3 yrs Firm Age
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- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-24-2023
- Office Locations
- 1
Office Locations
17302 House & Hahl Road Suite 215 Cypress TX
About Redfish Capital
Redfish Capital is a Cypress-based RIA. The firm has been operating for 3 years. Managing $119.0M in total assets under management, with 4 advisory representatives. They custody assets with American Funds and Fidelity/NFS.
Team overview
53 AVG AGE
$29.8M AVG AUM / ADVISOR
$700.0K AVG AUM / CLIENT
1.9 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DOUGLAS BRADLEY MURRILL
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, President
- CRD
- #2519577
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MICHAEL SHAWN GAULT
--
- CRD
- #4616666
Available
Available
Available
R
ROBERT ELWEE SIMPTON
Certified Financial Planner
- CRD
- #4547249
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $119,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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