SourcingSourcing

REDSTONE ADVISORS INC

B54
CRD 107699·SEC 801-40186·WICHITA, KS
AUM
$490.6M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REDSTONE ADVISORS INC
CRD
107699
SEC file #
801-40186
EIN
—
DBA names
—

Economics

AUM
$490.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$449.0M → $490.6M▲ +9%
Client mix
Individuals High Net Worth66
Individuals Other32
Charitable Organizations5
Other3
Corporations2

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
6 advisors → 5 advisors▼ -17%
Primary office
WICHITA KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
linkedin.com/company/1481285(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VINCENT, MARC, ALAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
VINCENT, MARC, ALAN
GAMM, GARY, LYNN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
22,586
Form 5500 Compensation Trajectory 3y
202622,586
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
22,586
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3092
Soi Zip Pct 200k Plus
0.0956
Soi Zip Returns 200k Plus
1,030
Soi Zip Total AGI
1,127,893
Fdic Zip Total Deposits
10,534,941,000
Fdic Zip Branch Count
241
Fdic Zip Top Banks
Intrust Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Metropolitan Federal Bank, FSBWichita, KS
Fidelity Savings Association of KansasWichita, KS
Fdic Zip HHI
2868.18
Fdic Zip Top Bank Share Pct
40.43
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,612
Returns2,510
Stub 2
AGI82,993
Returns2,260
Stub 3
AGI96,742
Returns1,570
Soi Zip Total Business Income
28,624
Soi Zip Total Cap Gains
78,792
Soi Zip Total Dividends
27,053
Soi Zip Total Returns
10,770
Top Owner CRD
1794246
Trust Company Affiliate
No

People (5)

5
VINCENT, MARC, ALAN
IAR · Direct Owner · 62.5%
1794246
GAMM, GARY, LYNN
IAR · Direct Owner · 17.5%
4351428
YOUNG, TROY, ALAN
IAR · Direct Owner · 17.5%
2582883
GREGORY JAMES PALKO
IAR
5968887
PATRICIA ANN STATHAM
IAR
1774804