Redfish Capital - Investment Advisers

About Redfish Capital

Redfish Capital Management LLC is an investment adviser headquartered in Cypress, Texas, and is listed in the directory of US investment advisers. The firm reports about $119 million in regulatory assets under management and has four employees. It operates under the name Redfish Capital, with offices in Cypress and Galveston, Texas. The firm provides financial planning, wealth management, accounting, tax, and insurance services, and it coordinates these areas for individuals, families, business owners, and healthcare professionals connected to UTMB. Its offerings include retirement planning, university benefits guidance, and health insurance support. Dawn Marie Babbitt, CPA, is listed as the firm's president. The Galveston office was opened to serve clients on the island, where some team members live full-time or part-time. The firm has worked with Texas university employees and students on retirement planning. As one of the investment advisers in Texas, it serves clients from both offices. --- Note: Only two link slots were provided, so the text includes two links rather than the requested three to five.

Key Facts

Assets Under Management

$119M

Employees

4

SEC File Number

801-137015