REDSTONE ADVISORS INC

RIASEC RegisteredEst. 1991

Total AUM

$491M

Discretionary

$491M

100% of AUM

Avg account

$3.5M

Accounts

139

Employees

Advisory reps

Firm details

Headquarters: WICHITA, Kansas
CRD number: 107699
Registered since: November 22, 1991
Website: www.redstoneadv.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI49.45%
Other36.36%
Corporations / Businesses4.97%
Individuals4.05%
Charitable Organizations3.53%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Redstone Advisors Inc. is a privately owned corporate RIA that has been registered with the SEC since 1991 and focuses on discretionary portfolio management for both individuals and institutions. The firm’s business model emphasizes fee-based advisory relationships, using a mix of percentage-of-AUM and fixed-fee arrangements. Redstone’s investment posture is skewed toward income-oriented strategies, with the firm allocating a substantial portion of managed assets to state and local bonds. They do not identify as an active ESG investor and are not positioned as a multi-state adviser or pension consultant.