Redstone Advisors Inc

RIASEC Registered

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 an institutional registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (initial registration recorded in 1991) and serves both individual/family and institutional clients. Its advisory work centers on discretionary portfolio management for individuals and small businesses as well as for businesses and institutions. Compensation is billed via a combination of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and its ADV indicates it is not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm is not a capital allocator.