Redstone Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Redstone Wealth Management reports 602 clients. They include 550 individual clients, 40 high-net-worth individuals, and 12 pension and profit-sharing plans. Of its assets, 100.0% ($188M across 1,122 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 64% |
| High-net-worth individuals | 7% | 36% |
| Pension and profit-sharing plans | 2% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 550 | $120M | 63.9% | $218K |
| High-net-worth individuals | 40 | $67.7M | 36.1% | $1.69M |
| Pension and profit-sharing plans | 12 | $0 | 0.0% | $0 |
| Total | 602 | $188M | 100% | $312K |
- Clients
- 550
- Regulatory AUM
- $120M
- AUM share
- 63.9%
- Avg. per client
- $218K
- Clients
- 40
- Regulatory AUM
- $67.7M
- AUM share
- 36.1%
- Avg. per client
- $1.69M
- Clients
- 12
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 602
- Regulatory AUM
- $188M
- AUM share
- 100%
- Avg. per client
- $312K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Redstone Wealth Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Adviser Managed Annuities
- Fees on adviser managed annuities are charged up to 1.5% of assets quarterly or monthly in arrears, deducted by the insurer.
- Financial Planning
- Initial financial planning is typically a fixed fee of $250 to $15,000, and annual planning fees generally range from $3,000 to $20,000 a year; both are negotiable.
- Self-Directed Brokerage Account Fees
- Plan participants pay a percentage of assets held in their PCRA account, not to exceed 1.9%; negotiable, billed quarterly or monthly in arrears.
Cantrell Group, Inc. owns 75% or more of Redstone Wealth Management and is in turn owned by Israel Cantrell (50–75%) and Melodie Cantrell (50–75%). The leadership team of Redstone Wealth Management includes Chief Compliance Officer Israel Cantrell. It has 10 employees, 4 of them in advisory roles.
Leadership
- Israel CantrellChief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Redstone Wealth Management, LLC
Cantrell Group, Inc.
Control person · since July 2017
- Owns 50% to 75% of Cantrell Group, Inc.
Israel Cantrell
Control person · since January 2014
- Owns 50% to 75% of Cantrell Group, Inc.
Melodie Cantrell
Control person · since January 2014
Redstone Wealth Management’s regulatory assets grew 1.7× from $108M (April 2023) to $188M (September 2026); clients rose from 527 to 602 and employees from 8 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $188M | 602 | 10 | 1 |
| March 2025 | $154M | 668 | 10 | 1 |
| March 2024 | $131M | 572 | 10 | 1 |
| April 2023 | $108M | 527 | 8 | 1 |
Besides its headquarters, Redstone Wealth Management has 0 offices, with 1 listed address in Oklahoma.
Oklahoma · 1 listed address
- 3404 NW 135th St, Oklahoma CityHQ
Contact and registration details
- Legal name
- Redstone Wealth Management, LLC
- Headquarters
- 3404 NW 135th St, Oklahoma City, OK 73120-4009
- Website
- redstonewm.com
- Phone
- 405-844-9933
- @redstonewm
- SEC file
- 801-127994
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Redstone Wealth Management uses Charles Schwab ($188M) as custodian for its separately managed accounts. Redstone Wealth Management has custody of $176 in client assets for 36,631,251 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $188M100%
At year end, Redstone Wealth Management’s separately managed accounts were mostly in stocks (60%) and funds (32%). Its reported 13F holdings for the quarter ended 30 June 2026 total $153M across 31 positions; the largest are iShares TR (17.3%), Vanguard World FD (15.1%) and Invesco Exch Traded FD TR II (9.5%).
What the accounts hold
- Stocks60%
- Funds32%
- Bonds6%
- U.S. government and agency bonds3%
- High-yield corporate bonds2%
- State and local bonds1%
- Cash1%
Filed values cover 99%. The neutral 1% gap has no reported category.
Reported 13F holdings
- $153M
- Reported 13F value
- 31
- Positions
- 84.3%
- In the 10 largest
- +22.1%
- Value vs. prior quarter
- iShares TR · iShares Semicdtr17.3%
- Vanguard World FD · Inf Tech ETF15.1%
- Invesco Exch Traded FD TR II · Kbw Ppty Casut9.5%
- Select Sector SPDR TR · ST Str Discr ETF8.9%
- First TR Exchange Traded FD · Rba Indl ETF7.8%
- Fidelity Covington Trust · MSCI Commntn Svc7.6%
- iShares TR · U.S. Med Dvc ETF7.5%
- Vanguard World FD · Consum Stp ETF4.5%
- Invesco Exch Traded FD TR II · Dorsey Wrgt Dvlp3.1%
- Dimensional ETF Trust · Internatnal Val3.1%
Together, the ten largest are 84.3% of reported value.
How many clients does Redstone Wealth Management have?
Redstone Wealth Management has 602 clients and manages $188 million for them, as of September 2026. They include 550 individual clients, 40 high-net-worth individuals, and 12 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Redstone Wealth Management offer?
Redstone Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Redstone Wealth Management use?
Redstone Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $188M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Redstone Wealth Management have?
Redstone Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 10 employees, and 4 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are 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 Wealth Management invest in?
At the end of its last fiscal year, Redstone Wealth Management’s separately managed accounts held 60% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 2% high-yield corporate bonds, 1% state and local bonds and 1% 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 Wealth Management?
Redstone Wealth Management is owned through a holding company by Israel and Melodie Cantrell. Its direct owner is Cantrell Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Redstone Wealth Management get paid?
Redstone Wealth Management is paid through a percentage of assets under management, fixed fees and other compensation. 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 Wealth Management?
Redstone Wealth Management’s main office is at 3404 NW 135th St, Oklahoma City, OK 73120-4009. Its phone number is 405-844-9933. Its website is redstonewm.com.