REDSTONE ADVISORS INC
Adviser information for REDSTONE ADVISORS INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 113 | $446.8M |
| Non-Discretionary | 4 | $14.5M |
| Total | 117 | $461.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 32 | $18.3M |
| HNW Individuals | 74 | $248.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 1 | $7.3M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $38.9M |
| Other | 5 | $148.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-40186 |
|---|---|
| SEC ERA File Number | 801-40186 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107699 |
| Legal Entity Identifier | None |
Principal Office
8100 E 22ND ST NBLDG 800 STE 101
WICHITA
KS
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 316-687-2143, Fax: 316-687-2146
Chief Compliance Officer
MARC A. VINCENT
PRESIDENT
8100 E. 22ND STREET N.
BLDG 800 STE 101
WICHITA
KS
United States
Tel:
316-687-2143
Fax:
316-687-2146
M*******@**************M
(Full email address available in API data)
Regulatory Contact
TYLER M. VINCENT
PRINCIPAL
8100 E. 22ND STREET N.
BLDG 800 STE 101
WICHITA
KS
United States
Tel:
316 687-2143
Fax:
316 687-2146
T*******@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VINCENT, MARC, ALAN | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 01/2000 | 50-75% |
| GAMM, GARY, LYNN | Individual | – | MANAGING DIRECTOR | 10/1991 | 10-25% |
| YOUNG, TROY, ALAN | Individual | – | MANAGING DIRECTOR | 01/2023 | 10-25% |