Chad Clark
Advisor at Redemption Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Redemption Capital
Location
Midland, TX 79701
Credentials
Series 63, Series 65
Industry experience
20 years
About
Chad Clark is a financial advisor at Redemption Capital with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, Clark is an author of a Christian book and serves part-time as a minister with Fuel the Fire Ministries. Redemption Capital Partners, LLC serves individuals, trusts, estates, and business entities by providing asset management, financial planning, and consulting services. The firm manages approximately $265.5 million in assets and employs a diversified investment approach utilizing stocks, bonds, ETFs, mutual funds, options, and alternative investments, with ongoing portfolio monitoring and rebalancing.
Client services
Based on Redemption Capital
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Redemption Capital
Options & derivatives strategies
Tax-loss harvesting
Private / alternative investments
Fee options
$0+: Up to 1.50% annually for Asset Management services $0+: Up to 1.50% annually for Institutional Intelligent Portfolios™ service $100,000+: Managed Account Select: bundled fees including money manager fee, Schwab program fee, and brokerage/custodial services $100,000+: Managed Account Access: asset-based fee plus Schwab fees $100,000+: Managed Account Marketplace: fees negotiated with money managers and Schwab, may be asset-based or transaction-based $0+: Up to 3.00% for Separately Managed Account Services (SMA) program fees
Up to $500 per hour for financial planning and consulting services
Account minimum: $5,000 Fee-only: Hourly fees up to $500/hour for financial planning and consulting services; no retainer exceeding $1,200 when services cannot be rendered within 6 months
Location
800 N Marienfeld, Suite 101
Midland, TX 79701
Most active in
Chad C has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Redemption Capital Partners, LLC dba Redemption Capital
2020 - Present (6 years)
Concorde Investment Services, LLC
2020 - Present (6 years)
Bank Of America, N.a.
2014 - 2020 (6 years)
Merrill
2014 - 2020 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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