AdvisorCensus / Financial advisors / Kansas / Wichita / Redstone Advisors Inc
Redstone Advisors Inc is an SEC-registered investment advisory firm in Wichita, KS, registered since 1991, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.
Quick answers
From the filingHow is Redstone Advisors Inc compensated?
On its Form ADV (Item 5.E, October 2026), Redstone Advisors Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Redstone Advisors Inc charge?
Its Form ADV Part 2A brochure dated March 2, 2026 states: Up to $5,000,000: 0.5% a year; $5,000,000 to $10,000,000: 0.4% a year; Above $10,000,000: 0.3% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Redstone Advisors Inc located?
Redstone Advisors Inc's principal office is in Wichita, KS, according to its Form ADV.
Is Redstone Advisors Inc registered with the SEC or a state?
Redstone Advisors Inc is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 107699.
How much does Redstone Advisors Inc manage?
Redstone Advisors Inc reports $490,614,150 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).
How have Redstone Advisors Inc's assets and staff changed since 2021?
In the Form ADV data for Redstone Advisors Inc: Regulatory assets under management: $561,177,969 in the October 2021 data and $490,614,150 in the October 2026 data, down 13%. Total employees: 8 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Redstone Advisors Inc serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (66); individuals (other than high net worth individuals) (32); charitable organizations (5).
Which custodians does Redstone Advisors Inc use?
Redstone Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Redstone Advisors Inc report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107699
Does Redstone Advisors Inc state an account minimum?
Its Form ADV Part 2A brochure dated March 2, 2026 says: "As a general guideline, we require a minimum beginning account value of $1,000,000 to establish an advisory relationship."
What changed in Redstone Advisors Inc's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $5,000,000 | 0.5% |
| $5,000,000 to $10,000,000 | 0.4% |
| Above $10,000,000 | 0.3% |
The brochure's wording
The annual rates are: 0.50% on the first $5,000,000 0.40% on the next $5,000,000; 0.30% on the balance.
Account minimum: $1,000,000
The brochure's wording
As a general guideline, we require a minimum beginning account value of $1,000,000 to establish an advisory relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$490,614,150 as of October 2026, filing dated March 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1991 (34 years)
- Employees
- Total: 6. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $490,614,150 | 6 | March 2, 2026 |
| October 2025 | $455,201,681 | 7 | March 28, 2025 |
| October 2024 | $461,271,774 | 8 | March 27, 2024 |
| October 2023 | $483,439,015 | 8 | March 30, 2023 |
| October 2022 | $545,820,712 | 8 | March 30, 2022 |
| October 2021 | $561,177,969 | 8 | March 19, 2021 |
Regulatory assets under management: $561,177,969 in the October 2021 data and $490,614,150 in the October 2026 data, down 13%.
Total employees: 8 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 5.
- January 2026
- No longer registered or notice-filed in CO, HI, NV.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Redstone Advisors Inc (CRD 107699): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/redstone-advisors-inc-wichita-ks-107699