Redemption Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Redemption Capital Partners reports 99 clients. They include 63 high-net-worth individuals, 33 individual clients, and 3 pension and profit-sharing plans. Of its assets, 80.5% ($191M across 309 accounts) are managed with discretion; $46.4M across 195 accounts are not. It advised 24 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 33% | 6% |
| High-net-worth individuals | 64% | 88% |
| Pension and profit-sharing plans | 3% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 33 | $13.7M | 5.8% | $415K |
| High-net-worth individuals | 63 | $210M | 88.5% | $3.33M |
| Pension and profit-sharing plans | Fewer than 5 | $13.6M | 5.7% | $4.54M |
| Total | 99 | $237M | 100% | — |
- Clients
- 33
- Regulatory AUM
- $13.7M
- AUM share
- 5.8%
- Avg. per client
- $415K
- Clients
- 63
- Regulatory AUM
- $210M
- AUM share
- 88.5%
- Avg. per client
- $3.33M
- Clients
- Fewer than 5
- Regulatory AUM
- $13.6M
- AUM share
- 5.7%
- Avg. per client
- $4.54M
Total
- Clients
- 99
- Regulatory AUM
- $237M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 24
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Redemption Capital Partners is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Hourly fee with a maximum of $500 an hour for financial planning and consulting.
Chad Clark owns 50% to 75% of Redemption Capital Partners. The leadership team of Redemption Capital Partners includes Chief Compliance Officer John Maxey. It has 4 employees, 2 of them in advisory roles.
Leadership
John MaxeyChief Compliance Officer, Partner, & Adviser
Chad ClarkPartner & Senior Advisor
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Redemption Capital Partners, LLC
Chad Clark
Control person · since October 2020
- Owns 25% to 50% of Redemption Capital Partners, LLC
John Maxey
Control person · since October 2020
Redemption Capital Partners’ regulatory assets grew 2.3× from $102M (February 2022) to $237M (February 2026); clients fell from 211 to 99 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $237M | 99 | 4 | 1 |
| March 2025 | $266M | 94 | 3 | 1 |
| March 2024 | $121M | 101 | 3 | 1 |
| June 2023 | $92.9M | 54 | 3 | 1 |
| February 2022 | $102M | 211 | 3 | 1 |
Besides its headquarters, Redemption Capital Partners has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 800 N Marienfeld, Suite 101, MidlandHQ
Other business names
Redemption Capital Partners has reported 1 other business name to the SEC.
- Redemption Capital
Contact and registration details
- Legal name
- Redemption Capital Partners, LLC
- Headquarters
- 800 N Marienfeld, Suite 101, Midland, TX 79701
- Website
- redcapllc.com
- Phone
- 432-236-0866
- SEC file
- 801-123416
- Founded
- 2020
- Structure
- Texas LLC
- Fiscal year end
- December
Redemption Capital Partners uses Charles Schwab ($237M) as custodian for its separately managed accounts. Redemption Capital Partners has custody of $52.4M in client assets for 34 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $237M100%
At year end, Redemption Capital Partners’ separately managed accounts were largely in bonds (43%) and stocks (41%).
What the accounts hold
- Stocks41%
- Exchange-traded equities37%
- Non-exchange-traded equities4%
- Funds11%
- Bonds43%
- U.S. government and agency bonds34%
- State and local bonds9%
- Cash5%
How many clients does Redemption Capital Partners have?
Redemption Capital Partners has 99 clients and manages $237 million for them, as of February 2026. They include 63 high-net-worth individuals, 33 individual clients, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Redemption Capital Partners offer?
Redemption Capital Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Redemption Capital Partners use?
Redemption Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $237M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Redemption Capital Partners have?
Redemption Capital Partners has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Redemption Capital Partners invest in?
At the end of its last fiscal year, Redemption Capital Partners’ separately managed accounts held 37% exchange-traded equities, 34% U.S. government and agency bonds, 11% registered funds (mutual funds, ETFs, BDCs), 9% state and local bonds, 5% cash and equivalents and 4% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Redemption Capital Partners?
Redemption Capital Partners’ direct owners are Chad Clark (50% to 75%) and John Maxey (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does Redemption Capital Partners get paid?
Redemption Capital Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Redemption Capital Partners?
Redemption Capital Partners’ main office is at 800 N Marienfeld, Suite 101, Midland, TX 79701. Its phone number is 432-236-0866. Its website is redcapllc.com.