About Red Maple Capital

Built on discipline. Rooted in North Carolina. Growing your prosperity.

Where Canadian Discipline Meets Southern Ambition

Red Maple Capital was founded on a simple conviction: the best financial outcomes come from combining rigorous, Canadian-style discipline with deep knowledge of the American Southeast's dynamic markets.

Based in North Carolina — the heart of the Southeast's financial corridor — we serve families, entrepreneurs, and institutions who demand more than generic advice. They deserve a partner who understands both the macro landscape and the local terrain.

Like our namesake, the red maple, we're built to adapt and thrive through every season. Our roots run deep, our branches reach wide, and our commitment to your success is unwavering.

"Strength doesn't come from standing still — it comes from growing through every season."

Our Journey

From a bold idea to a trusted name in financial advisory.

2009

Seeds Planted

Red Maple Capital founded in North Carolina with a vision to bring disciplined, relationship-first financial advisory to the Southeast.

2014

Branching Out

Expanded advisory services to include corporate M&A and private equity, surpassing $500M in assets under management.

2019

Deep Roots

Reached $1.5B AUM milestone. Recognized as a top regional advisory firm by Financial Advisor Magazine.

2024

Full Canopy

Surpassed $2.4B in managed assets with 340+ client families trusting Red Maple Capital with their financial future.

Leadership

Experienced professionals dedicated to your financial success.

Edward Yu

Managing Partner

With over 20 years in financial services, Edward leads Red Maple Capital with a focus on disciplined growth and client-first values.

Sarah Chen

Chief Investment Officer

Sarah brings institutional-grade portfolio construction and risk management to every client engagement.

Michael Harris

Director, Corporate Advisory

Michael specializes in M&A and capital strategy for middle-market companies across the Southeast.

Our Values

Integrity

Transparent, honest counsel — always putting your interests first.

Discipline

Rigorous process and patience drive consistent, lasting results.

Partnership

We succeed only when you succeed. Your goals are our mission.

Growth

Continuous improvement in markets, knowledge, and client outcomes.

Professional financial advisors Business team collaboration
Modern corporate office