Redstone Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$262,474,009
Clients
98
Advisors
5
of 6 employees
About
Redstone Advisors, Inc. is an independent investment adviser that provides discretionary, separate-account portfolio management focused on fixed income—primarily municipal and government bond portfolios—for institutions (retirement plans, endowments, foundations, union plans) and high-net-worth individuals. The firm manages about $490.6 million across roughly 98 client relationships and generally requires a $1,000,000 minimum to establish an advisory relationship.
The firm emphasizes a personalized, tax-aware approach to fixed income investing, documenting investment parameters and client-imposed restrictions in Investment Policy Guidelines and monitoring accounts daily with periodic in-depth reviews by firm principals. Written reports are provided quarterly and typically include a statement of assets, economic and market commentary, and, where appropriate, a performance summary.
Compared with many peer team firms, Redstone discloses and advertises performance results and includes performance summaries in its client reporting, a practice that is relatively uncommon among similar advisors. The firm also manages all reported assets on a discretionary, separate-account basis and describes operational arrangements—such as recommending Charles Schwab as custodian, using Bloomberg Professional Services for research, and permitting order aggregation and occasional cross-trades—that shape how it executes and administers client strategies.
Client services
Expertise
Occupation focus
Fee options
Clients may elect to pay a flat fee, which may be paid monthly or quarterly, instead of percentage-based fees.
$0 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually
Account minimum: $1,000,000
Main office
8100 E 22nd St N Bldg 800
Wichita KS 67226
Advisors at this office
5
Most active in
Florida · Kansas · Missouri · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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