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Chad Clark

20 Years of Experience
Midland, TX

Chad Clark is a registered investment advisor at Redemption Capital, based in Midland, TX, with 20 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 99 clients with $240M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
99 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$237.3M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

Redemption Capital Partners offers several investment management options:

  • Asset Management: The annual fee will not exceed 1.50% of your portfolio. Fees are negotiable.
  • Institutional Intelligent Portfolios™: The annual fee will not exceed 1.50% of your portfolio. Fees are negotiable. A $5,000 minimum investment is required.
  • Separately Managed Account Services (SMA): Program fees may be up to 3.00%.
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Location

800 N Marienfeld, Suite 101, Midland, TX, 79701

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Chad authored a Christian book, "Be The Spark Book," as a family business. He also serves as a part-time minister for Fuel The Fire Ministries, a charitable organization, since 2013.

Employment History
Current Registrations
Redemption Capital
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Concorde Investment Services, LLCBroker
October 2020 - January 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2014 - October 2020 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2014 - October 2020 · 6 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
September 2011 - June 2014 · 2 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2011 - June 2014 · 2 yrs 9 mos
LPL Financial LLC
December 2007 - October 2011 · 3 yrs 10 mos
LPL Financial LLCBroker
December 2007 - October 2011 · 3 yrs 10 mos
American General Securities Incorporated
December 2006 - December 2007 · 1 yr
American General Securities IncorporatedBroker
December 2005 - December 2007 · 2 yrs
State Registrations1 state
TX
Advisor

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.