Overview
Assets Under Management: $237 million
Headquarters: MIDLAND, TX
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Frequently Asked Questions
REDEMPTION CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310824), REDEMPTION CAPITAL is subject to fiduciary duty under federal law.
REDEMPTION CAPITAL is headquartered in MIDLAND, TX.
REDEMPTION CAPITAL serves 63 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, REDEMPTION CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
REDEMPTION CAPITAL manages $237 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, REDEMPTION CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.50
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 504
Discretionary Accounts: 309
Non-Discretionary Accounts: 195
Regulatory Filings
CRD Number: 310824
Filing ID: 2050156
Last Filing Date: 2026-02-17 16:48:21