Robert Elwee Simpton
Investment adviser representative at Redfish Capital
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$119MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Redfish CapitalMay 2023 to now
- Redfish Capital Management LLCMay 2023 to now
- Redfish Insurance Services LLCNov 2022 to now
- Robert Simpton, Sole ProprietorOct 2002 to now
- Scf Investment Advisors, Inc.Jul 2017 to May 2023
- Scf Securities, IncJul 2017 to May 2023
- Wfg Advisors, LPJan 2015 to Aug 2017
- Wfg Investments, Inc.Jan 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Redfish Capital
Legal name: Redfish Capital Management LLC
$119MAssets managed
170Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4547249
- Firm CRD
- 323348