Red Sky Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$68,822,138
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
147
26% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
147
Very HighAverage account size
$468,178
About
Red Sky Capital Management provides discretionary asset management and financial planning services and implements client accounts through third‑party platforms. Its clients include individuals and high‑net‑worth households as well as trusts, estates, charitable institutions, foundations, corporations, pension and profit‑sharing plans, and other registered investment advisers.
The firm combines fundamental and technical analysis with quantitative algorithms and risk‑management controls to seek absolute returns and limit downside risk, favoring trend‑capture and hedging rather than market forecasting. Portfolios are diversified across mutual funds, ETFs and individual equities spanning global asset classes, and management can be delivered directly or via platform arrangements.
Notably, Red Sky serves as a sub‑advisor to other investment adviser firms, accepting managed accounts referred by those firms — a service arrangement that is relatively uncommon among peers. The firm’s advisers are also registered with a broker‑dealer and use custodian and platform relationships (including AssetMark), which the firm discloses can affect implementation choices and create potential conflicts of interest.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Wealth management
Fee options
Up to 1.95% annually, flat percentage rate (may be reduced or tiered at Advisor's discretion)
Up to $400 per hour for financial planning and consulting services
Account minimum: $25,000
Main office location
Red Sky Capital Management
47 E All Saints Street
Frederick MD 21701, United States
Number of offices
1
Most active in
Red Sky Capital Management has reported serving >5 clients in these states in the last 12 months.
Maryland · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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