Firm
Red Lady Capital
Crested Butte, Colorado
Fee-only
Red Lady Capital at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 155 individual clients, 89 of them high net worth.
- Its average account is about $240,000 (assets it manages divided by its 366 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Crested Butte, Colorado |
|---|---|
| Website | redladycapital.com |
| Phone | (970) 275-5087 |
Red Lady Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% to 1% a year |
|---|---|
| Account minimum | $4,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"and range from 0.75% to 1.0% annually" source
"and range from 0.75% to 1.0% annually" source
"We accept accounts with an aggregate household portfolio value of $4,000,000 or more." source
"Investment management fees are charged as a percentage of the market value of assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $88 million |
| Individual clients | 66 |
| High-net-worth clients | 89 |
| Accounts managed | 366 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 1, 2026 |
| SEC record | CRD 159840 |