Crimson Wealth

Overview

Crimson Wealth is an independent registered investment adviser and wealth management firm based in Fairhope, Alabama. It is the business name (d/b/a) of Crimson Wealth Management Inc., and it is not affiliated with any bank or trust company. The firm is registered with the State of Alabama and, since September 2026, the State of Texas; its IAPD record is CRD 334123. Crimson Wealth was founded by James Hickey, who leads the firm as its principal and Managing Director and oversees client investment strategy, portfolio construction, insurance and tax strategy. Before founding the firm he was Chief Investment Strategist at Avantax, Chief Investment Officer of a family office, and a vice president and portfolio manager at a hedge fund. He holds a B.A. from Harvard University, an M.B.A. from the Wharton School of the University of Pennsylvania, and the CFA designation. Shay Girard leads client relationship management, and Jordan Rohan and Richard Chang serve the firm as strategic advisors. The firm serves high-net-worth individuals and families, entrepreneurs and institutions. It typically works with clients who have at least $1 million in investable assets, and will meet prospective clients with $100,000 or more. Its stated approach is research-led and conviction-driven: idea generation, due diligence and portfolio construction are done in-house at the senior level rather than delegated to a home office or model portfolios; capital is concentrated in the firm's highest-conviction ideas, with a U.S. focus; and risk management, tax efficiency and cost discipline are built into the process. Portfolios are personalised to each client's goals, tax profile and constraints. Crimson Wealth publishes Crimson Wealth Insights, original research papers for high-net-worth clients on investment strategy, tax planning and estate planning.