# 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.

- CRD: 107699
- Filed as: REDSTONE ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107699
- AdvisorCensus page: https://advisorcensus.com/firm/redstone-advisors-inc-wichita-ks-107699

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- 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

> 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $490,614,150
- Discretionary: $490,614,150
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $19,845,795 |
| High net worth individuals | 66 | $242,628,214 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $8,079,269 |
| Charitable organizations | 5 | $17,295,285 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 2 | $24,395,762 |
| Other | 3 | $178,369,825 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1991 (34 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KS, MO, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redstoneadv.com
- LinkedIn @1481285

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $561,177,969 | 8 | March 19, 2021 |
| October 2022 | $545,820,712 | 8 | March 30, 2022 |
| October 2023 | $483,439,015 | 8 | March 30, 2023 |
| October 2024 | $461,271,774 | 8 | March 27, 2024 |
| October 2025 | $455,201,681 | 7 | March 28, 2025 |
| October 2026 | $490,614,150 | 6 | March 2, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redstone Advisors Inc (CRD 107699): Form ADV filing data as of October 2026.