Redstone Advisors Inc

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Client assets under management

$262,474,009

Clients

67% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$2,678,306

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

Portfolio management

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Clients may elect to pay a flat fee, which may be paid monthly or quarterly, instead of percentage-based fees.

Percentage

$0 - $5,000,000: 0.50% annually $5,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.30% annually

Other

Account minimum: $1,000,000

Main office location

Redstone Advisors Inc

8100 E 22 Nd St N, Bldg 800 Ste 101

Wichita KS 67226-2308, United States

Number of offices

Most active in

Florida · Kansas · Missouri · Oklahoma · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 316-687-2143

Advisors at this firm

Marc V

CFA®

Wichita, KS

Redstone Advisors Inc

Marc Vincent is a CFA® charterholder with 34 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner

Troy Y

CFA®, Series 63

Wichita, KS

Redstone Advisors Inc

Troy Young is a CFA® charterholder with 31 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner

Gregory P

Series 65

Wichita, KS

Redstone Advisors Inc

Gregory Palko is a financial advisor at Redstone Advisors Inc with 14 years of industry experience. He holds a Series 65 designation and has been with Redstone Advisors since 2011. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner

Patricia S

Series 63, Series 65

Wichita, KS

Redstone Advisors Inc

Patricia Statham is a financial advisor at Redstone Advisors Inc in Wichita, KS, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Redstone Advisors since 1995. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner

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