Redfish Capital

What Redfish Capital does

Redfish Capital is a privately held, fee-only fiduciary financial planning and wealth management firm headquartered in Cypress, Texas, operating under the legal entity Redfish Capital LLC (also referenced as Redfish Capital Management LLC). Founded around 2010 by CEO Brad Murrill, the firm delivers integrated financial planning, investment management, and accounting/tax services to three primary customer segments: established professionals and families managing multistage life transitions, business owners preparing for exit/sale/transfer, and high-net-worth or emerging-wealth families seeking generational wealth transfer, with an additional focus on individuals facing complex planning needs such as special-needs dependents and blended families.

The firm's revenue model is built on recurring, fee-based advisory engagements with annual fees and no commissions, supported by transaction-based accounting, tax, and forensic-accounting work (the latter through a separate practice, Houston Forensic Accountant, owned by Managing Partner/CFO Dawn Marie Babbitt). Securities are offered through SCF Securities, Inc. (FINRA/SIPC member), and the firm is registered as an investment adviser with the State of Texas, transacting in additional states where properly registered or excluded from registration. Core products span Financial Planning & Wealth Management, Investment Management, and Accounting & Tax Services, expanded across roughly 15 service modules including retirement and income planning, estate coordination, multigenerational wealth transfer, tax-efficient investment alignment, business exit strategy, and IRS defense. The technology stack is entirely third-party and non-proprietary (ADP, Bill.com, SmartVault, Thomson Reuters), with no disclosed APIs, AI/ML capabilities, or proprietary software.

Go-to-market is relationship-led and content-driven: the firm distributes 'The Redfish Healthy Wealthy and Wise Podcast' semi-monthly, publishes articles and a LinkedIn newsletter ('Accountancy: The Bottom Line'), and acquires clients through direct outreach, website contact forms, phone inquiries, and referrals. Headcount is small (6 named professionals including Murrill, Babbitt, CFP Robert Simpton, VP-Investments Shawn Gault, plus team members Christo Zgourides and Matthew Murrill), with the team citing over 100 years of combined experience and operating a formal monthly Investment Committee using a weighted scorecard (Assets/Accounting/Legal/Insurance) to guide portfolio decisions.

Name

Redfish Capital

Legal name

Redfish Capital LLC

Website

https://redfish-cap.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Redfish Capital is a Cypress, Texas-based, fee-only fiduciary firm delivering integrated financial planning, investment management, and accounting/tax services to professionals, business owners, and high-net-worth families through a recurring-fee relationship model.

Ownership category

akta.pro rank

Product category

Financial Advisory and Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Onshore Private Banking (Domestic HNW/UHNW) (FSAAABAA)

Keywords

• Financial planning services
• Investment advisory
• Wealth management
• Tax preparation services
• Accounting services

Headquarters

HQ city

Cypress

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Investment Advisory Services: Fiduciary investment advisory services with fee-based pricing model (no commissions). The firm manages client portfolios with focus on long-term security, steady income, and alignment with broader financial plans. Securities offered through SCF Securities, Inc. (Member FINRA/SIPC).
2. Financial Planning Services: Comprehensive financial planning including retirement planning, estate coordination, multigenerational wealth transfer, tax-efficient investment alignment, and goal-based financial modeling. Services provided by CFPs.
3. Accounting & Tax Services: Integrated accounting and tax services including bookkeeping, tax preparation and planning, IRS defense and representation, business exit strategy, and financial projections. Led by CPA Dawn Marie Babbitt.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Redfish Capital is a fee-only fiduciary financial advisory firm offering holistic Financial Planning & Wealth Management, disciplined Investment Management, and integrated Accounting & Tax Services. The firm coordinates investments, tax strategy, and estate/legacy planning under one roof with CFP, CPA, and investment professionals for individuals, families, and business owners in Texas. Securities are offered through SCF Securities, Inc. (Member FINRA/SIPC).

Product overview

Redfish Capital is a relationship-driven financial planning and advisory firm offering holistic wealth management services. The core offerings include Financial Planning & Wealth Management, Investment Management, and Accounting & Tax Services, all delivered through an integrated family office approach where certified professionals work cohesively to assist clients during critical financial transitions. The company also produces educational content through The Redfish Health Wealthy and Wise Podcast. Services span comprehensive bookkeeping, budgeting and cash flow analysis, business exit strategies, tax preparation and planning, estate coordination, retirement planning, and multigenerational wealth transfer.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning & Wealth Management Comprehensive, tailored planning that connects client goals with actionable steps, including retirement strategies, cash flow management, estate transitions, multigenerational wealth transfer, tax-efficient investment alignment, and goal-based financial modeling with ongoing review. Delivered by CFP professionals for individuals, families, and business owners.
• Investment Management Disciplined, research-driven investment advisory designed to protect and grow wealth, focused on long-term security, steady income, and alignment with the client's broader financial plan. Securities are offered through SCF Securities, Inc., and a monthly Investment Committee supports ongoing portfolio decisions.
• Accounting & Tax Services Integrated accounting and tax services for individuals and businesses led by CPA Dawn Marie Babbitt, covering bookkeeping, budgeting and cash-flow analysis, business exit strategy and buy/sell agreements, managed accounts payable, payroll administration, software solutions, financial projections, tax preparation and planning, tax projections for complex matters, tax planning for effective outcomes, IRS defense and representation, and ongoing tax advisory meetings.

Quantifiable outcome

• The firm's Investment Committee uses a weighted scorecard evaluating Assets, Accounting, Legal, and Insurance categories to assess comprehensive client financial health.

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and supporting.

• Freedom Day Dividend (Ryan Krueger)coreStrategic or Co-development PartnerInvestment advisory firm focused on disciplined, income-oriented strategies designed to support long-term financial security and dependable cash flow. Contact: Ryan Krueger. Actively recommended to clients as part of the firm's partner ecosystem.
• ADPcoreTechnology or IntegrationTrusted payroll and workforce management platform providing reliable payroll processing, tax compliance, and HR solutions for businesses of all sizes. Firm actively recommends ADP to business clients requiring payroll services.
• Thomson ReuterscoreTechnology or IntegrationGlobal provider of professional information, research, and technology solutions relied upon by accounting, legal, and financial professionals worldwide. Used by the firm's accounting team for professional research.
• Bill.comcoreTechnology or IntegrationLeading financial operations platform that simplifies accounts payable and receivable, helping businesses manage payments, approvals, and cash flow more efficiently. Recommended to clients for financial operations management.
• SmartVaultcoreTechnology or IntegrationSecure client portal and document management platform designed for accounting and financial firms to safely share, store, and manage sensitive information. Used for secure document exchange with clients.
• Scorpion IT SupportsupportingTechnology or IntegrationTexas-based IT services firm offering managed technology support, cybersecurity, and infrastructure solutions. Recommended as trusted technology partner for business clients.
• Bonichols LawsupportingImplementation/ SI/ Consulting PartnerTexas-based family law firm providing thoughtful legal guidance for individuals and families navigating complex and sensitive life transitions. Referenced as trusted legal partner for estate and family law matters.
• Treystiles LawsupportingImplementation/ SI/ Consulting PartnerTexas law firm providing legal counsel and support across business and personal matters, with focus on practical solutions and client advocacy. Referenced as trusted legal partner.
• Houston Forensic Accountant (Dawn Babbitt)supportingImplementation/ SI/ Consulting PartnerSpecialized forensic accounting services including business valuations, division of net assets, financial information statements, cash flow tracing, source-of-funds analysis, and dispute resolution. Owned and led by Dawn Babbitt.
• Up in a Day (Lindy Nowak)supportingGTM or Marketing PartnerWeb design and digital strategy partner supporting businesses with streamlined website builds, thoughtful messaging, and ongoing marketing support. Owned and led by Lindy Nowak. Firm credits this partner for their website development.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: Nation's largest RIA providing financial planning and investment management to HNW individuals — operates in the same HNW fee-only fiduciary space but at substantially greater scale and brand recognition.
• Captrust Financial Advisors: Large RIA providing investment management, financial planning, and family-office services to HNW individuals and institutional clients — comparable on integrated wealth offerings for HNW households and business owners.
• Carson Group: Nationwide RIA platform serving advisors and their clients with business coaching, investment solutions, and wealth planning tools — comparable on holistic advice delivery but operating at significantly greater scale.
• Mercer Advisors: National RIA delivering wealth management, financial planning, tax, and family-office services to HNW clients — overlaps directly with Redfish's integrated family-office value proposition, but at far greater scale.
• Mariner Wealth Advisors: Nationally scaled RIA that bundles wealth management, tax, and financial planning under a family-office-style model, much larger than Redfish but the closest analog on integrated advice and HNW segment.
• Creative Planning: One of the largest U.S. RIAs, offering investment management, financial planning, tax, and estate services to HNW individuals and business owners — similar integrated offering but at multibillion-dollar AUM scale.

Direct peers

• Tolleson Wealth Management: Dallas-based, family-led RIA serving multi-generational HNW families with integrated investment management, estate planning, and tax-aware portfolio construction — a near-twin of Redfish's Texas HNW positioning.
• Buckingham Strategic Wealth: Fee-only RIA providing evidence-based investment management and comprehensive financial planning for HNW households — closely comparable in service mix, fee-only alignment, and goal-based planning orientation.
• Plante Moran: Accounting and advisory firm that also operates a wealth-management practice, mirroring Redfish's co-located CPA + wealth structure. Comparable in the integrated tax/accounting + advisory go-to-market.
• Sequoia Financial Group: Wealth advisory firm emphasizing integrated financial planning, investment management, and tax services for HNW clients and corporate executives — comparable service breadth and client-segment focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeopen.spotify.com/show/7cpViCvzKjxWgWp5xYbe25
• Facebookfacebook.com/Redfish-Capital-Management-217890664948669
• LinkedInlinkedin.com/company/redfish-cap

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Redfish Capital