Redstone Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Redstone Advisors reports 109 clients. They include 66 high-net-worth individuals, 32 individual clients and 5 charitable organizations. Of its assets, 100.0% ($491M across 139 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | 4% |
| High-net-worth individuals | 61% | 49% |
| Pension and profit-sharing plans | <1% | 2% |
| Charitable organizations | 5% | 4% |
| Corporations and other businesses | 2% | 5% |
| Other client typesOther | 3% | 36% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 32 | $19.8M | 4.0% | $620K |
| High-net-worth individuals | 66 | $243M | 49.5% | $3.68M |
| Pension and profit-sharing plans | 1 | $8.08M | 1.6% | $8.08M |
| Charitable organizations | 5 | $17.3M | 3.5% | $3.46M |
| Corporations and other businesses | 2 | $24.4M | 5.0% | $12.2M |
| Other | 3 | $178M | 36.4% | $59.5M |
| Total | 109 | $491M | 100% | $4.5M |
- Clients
- 32
- Regulatory AUM
- $19.8M
- AUM share
- 4.0%
- Avg. per client
- $620K
- Clients
- 66
- Regulatory AUM
- $243M
- AUM share
- 49.5%
- Avg. per client
- $3.68M
- Clients
- 1
- Regulatory AUM
- $8.08M
- AUM share
- 1.6%
- Avg. per client
- $8.08M
- Clients
- 5
- Regulatory AUM
- $17.3M
- AUM share
- 3.5%
- Avg. per client
- $3.46M
- Clients
- 2
- Regulatory AUM
- $24.4M
- AUM share
- 5.0%
- Avg. per client
- $12.2M
- Clients
- 3
- Regulatory AUM
- $178M
- AUM share
- 36.4%
- Avg. per client
- $59.5M
Total
- Clients
- 109
- Regulatory AUM
- $491M
- AUM share
- 100%
- Avg. per client
- $4.5M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Redstone Advisors charges 0.30%–0.50% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$5M | 0.50% |
| $5M–$10M | 0.40% |
| $10M and above | 0.30% |
Fee details and sources
Marc Vincent owns 50% to 75% of Redstone Advisors. The leadership team of Redstone Advisors includes President Marc Vincent and Chief Investment Officer Troy Young. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 soliciting firms
- Owns 50% to 75% of Redstone Advisors Inc
Marc Vincent
Control person · since January 2000
- Owns 10% to 25% of Redstone Advisors Inc
Gary Gamm
Control person · since October 1991
- Owns 10% to 25% of Redstone Advisors Inc
Troy Young
Control person · since January 2024
Redstone Advisors’ regulatory assets fell from $561M (March 2021) to $491M (March 2026); clients fell from 148 to 109 and employees from 8 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $491M | 109 | 6 | 1 |
| Mar 2025March 2025 | $455M | 104 | 7 | 1 |
| Mar 2024March 2024 | $461M | 117 | 8 | 1 |
| Mar 2023March 2023 | $483M | 131 | 8 | 1 |
| Mar 2022March 2022 | $546M | 146 | 8 | 1 |
| Mar 2021March 2021 | $561M | 148 | 8 | 1 |
Besides its headquarters, Redstone Advisors has 0 offices, with 1 listed address in 1 state.
Kansas · 1 listed address
- 8100 E 22nd St N, BLDG 800 Ste 101, WichitaHQ
Contact and registration details
- Legal name
- Redstone Advisors Inc
- Headquarters
- 8100 E 22nd St N, BLDG 800 Ste 101, Wichita, KS 67226-2308
- Website
- Not reported
- Phone
- 316-687-2143
- @1481285
- SEC file
- 801-40186
- Structure
- Kansas corporation
- Fiscal year end
- December
Redstone Advisors’ named custodian for separately managed accounts is Charles Schwab ($452M). Redstone Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $452M100%
At year end, Redstone Advisors’ separately managed accounts were mostly in bonds (69%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds12%
- Bonds69%
- State and local bonds65%
- U.S. government and agency bonds4%
- Cash2%
How many clients does Redstone Advisors have?
Redstone Advisors has 109 clients and manages $491 million for them, as of March 2026. They include 66 high-net-worth individuals, 32 individual clients and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 March 2026
What services does Redstone Advisors offer?
Redstone Advisors provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Redstone Advisors charge?
Redstone Advisors charges 0.30%–0.50% a year for its Investment management fee. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Redstone Advisors use?
Redstone Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $452M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026
How many financial advisors does Redstone Advisors have?
Redstone Advisors has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Redstone Advisors invest in?
At the end of its last fiscal year, Redstone Advisors’ separately managed accounts held 65% state and local bonds, 17% exchange-traded equities, 12% registered funds (mutual funds, ETFs, BDCs), 4% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Redstone Advisors?
Redstone Advisors’ direct owners are Marc Vincent (50% to 75%), Gary Gamm (10% to 25%) and Troy Young (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 2 March 2026
How does Redstone Advisors get paid?
Redstone Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Redstone Advisors?
Redstone Advisors’ main office is at 8100 E 22nd St N, BLDG 800 Ste 101, Wichita, KS 67226-2308. Its phone number is 316-687-2143.