Redemption Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$237,337,964
Total clients
96
66% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
48
Average account size
$2,472,270
About
Redemption Capital Partners serves individuals (including high‑net‑worth clients), trusts, estates, and business entities with advisory services that include discretionary and non‑discretionary asset management, financial planning and consulting, and retirement plan consulting. The firm also offers access to Schwab’s Institutional Intelligent Portfolios™ program, separately managed account platforms, and third‑party money managers to implement client strategies.
The firm’s investment process draws on a mix of fundamental, technical, quantitative and sector analysis and employs direct securities (stocks, bonds, ETFs), options and fixed‑income instruments alongside alternative and structured investments when appropriate. Portfolios are monitored and rebalanced on an ongoing basis, and the firm uses automated tools (including automated rebalancing and tax‑loss harvesting through Schwab’s platform) in conjunction with manager due diligence.
A noteworthy feature for a two‑advisor, roughly $237 million firm is that its representatives are licensed insurance agents and receive commissions for insurance transactions, a relationship the brochure identifies as a potential conflict of interest to be managed under its fiduciary duties. The firm also offers an unusually broad set of services for its size—ranging from private funds and structured products to corporate tax and cost‑segregation studies—and relies heavily on Schwab institutional platforms and managed‑account programs as core distribution and operational channels.
Client services
Expertise
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
Main office location
Redemption Capital
800 N Marienfeld, Suite 101
Midland TX 79701, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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