RC
Redfish Capital Management Llc
State-registered
Wealth Manager · Small ($100M–$1B)
CRD 323348
· SEC file 801-137015
· Cypress, TX
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ADV data as of Jul 06, 2026
- Regulatory AUM
- $119M
- Discretionary
- $119M
- Clients
- 170
- Avg AUM / client
- $700K
- Accounts
- 170
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $17.8M | 15.0% |
| High net worth individuals | 48 | $76.7M | 64.5% |
| Charitable organizations | 2 | $24.5M | 20.6% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Bradley Murrill | Registered representative | May 2023 (3y) | ||
| Robert Elwee Simpton | Registered representative | CFP | May 2023 (3y) | |
| Michael Shawn Gault | Registered representative | Dec 2025 (1y) | ||
| Christo August Zgourides | Registered representative | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity $107M (90% of AUM) Jul 2026
- American Funds Service Company $8.5M (7% of AUM) Jul 2026
- American Funds/Cb&T $8.5M (7% of AUM) Jul 2026
- Exchange Right $3.5M (3% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗