BC
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Brandon Crabb

26 Years of Experience
New Market, MD
BrokerSells Insurance

Brandon Crabb is a registered investment advisor at Red Sky Capital Management, based in New Market, MD, with 26 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 154 clients with $92M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
154 clients
Average Client Portfolio
$600K average
Assets Under Management
$92.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

The fee shall be based upon a flat percentage of assets under management up to a maximum of (1.95%) percent annually. In certain cases and under certain circumstances, Management Fees may be reduced and/or tiered by the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 W. Main Street, New Market, MD, 21774-6202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brandon is an independent insurance agent for various companies since 2000, dedicating minimal time. He also works as an advisory representative of a registered investment advisor, Red Sky Capital Management, since 2010, which is a full-time commitment.

Employment History
Current Registrations
Red Sky Capital Management
February 2011 - Present · 15 yrs 3 mos
Cambridge Investment Research, INC.
March 2010 - Present · 16 yrs 2 mos
Cambridge Investment Research, INC.Broker
March 2010 - Present · 16 yrs 2 mos
Previous Registrations
Red Sky Capital Management
November 2009 - December 2010 · 1 yr 1 mo
LPL Financial CorporationBroker
October 2006 - March 2010 · 3 yrs 5 mos
LPL Financial Corporation
October 2006 - March 2010 · 3 yrs 5 mos
H. Beck, INC.
January 2003 - November 2006 · 3 yrs 10 mos
H. Beck, INC.Broker
June 2002 - November 2006 · 4 yrs 5 mos
Prime Capital Services, INC.Broker
December 2001 - June 2002 · 6 mos
Medallion Investment Services, INC.Broker
January 2001 - December 2001 · 11 mos
Berkshire Equity Sales, INC.Broker
October 1999 - December 2000 · 1 yr 2 mos
Nationwide Advisory Services, INC.Broker
May 1999 - July 1999 · 2 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brandon Crabb - Financial Advisor | TrueAdvisor